Branch Manager

About us:

Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it’s your journey.

Our team is made up of experienced and dedicated employees seeking to make an impact in the communities we serve by supporting our local economy, small businesses and community organizations. Interested in bringing value to our members and neighbors? Seeking to develop your skills? You might be a fit for one of our openings.

About the role:

We are seeking a dynamic and experienced Branch Manager to lead our team and serve our members. The Branch and Community Manager champions Naveo’s mission by providing excellence in member service, fostering strong relationships within the local community, and ensuring our branch is a household name in the neighborhoods we serve.

Responsibilities include: 

  • Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors. 
  • Effectively hire, train, coach, and motivate the branch team on an ongoing basis, setting performance goals and providing feedback and recognition.
  • Motivate and mentor staff to achieve branch goals established by senior management, including but not limited to: increasing membership, opening and maintaining new and existing accounts, and assisting with consumer loan applications.
  • Monitor branch activity and performance, including number of transactions, errors, loan volume, sales, new accounts, etc, to identify areas of growth and improvement.
  • Develop and implement strategies to build and maintain relationships with members, increasing share of wallet and profitability.
  • Follow-up with new members using prescribed onboarding practices to provide exceptional member service, resolve issues and complaints, and offer financial solutions that meet their needs and goals.
  • Autonomously make appropriate and effective decisions and exercise sound judgement when necessary.
  • Schedule and train staff, deliver performance reviews, and recommend salary changes.
  • Independently process consumer loan applications and closings within prescribed limitations of lending authority and in accordance with policies and procedures.
  • Stay up to date on industry trends and best practices, making recommendations to management when appropriate.
  • Ensure the branch is in compliance with governmental and regulatory agencies and credit union laws, regulations, policies and procedures to protect the Credit Union and its members against criminal and fraudulent operations and unnecessary risk or exposure.
  • Perform additional duties as assigned, essential to the operation of the branch.

Community Engagement:

  • Build and maintain strong relationships with the local community, representing the Credit Union at events, meetings, and organizations.
  • Engage in community involvement activities, such as volunteering or partnering with local schools, nonprofits, or associations.
  • Act as a brand ambassador, facilitate community outreach initiatives and strengthen community relationships by focusing on brand expansion and financial education and wellness.
  • Have a passion for community involvement and social responsibility, and a willingness to participate in various activities that support and improve the social wellbeing of our members and neighbors.



Our ideal candidate looks like: 


· Bachelor's degree preferred. 

· At least four (4) or more years of operations or credit union or financial institution experience preferred.

· Socially confident individual who enjoys collaborating with others.

· Effective organizational and time management skills.

· Adjusts quickly to the change of business needs while prioritizing.

· Motivates team, working towards common goals.

· Champions a positive interdepartmental partnership

· Bilingual in Portuguese a plus!

Have some of the above skills or qualifications, but not others? Contact us and let us know why you think you’d be a fit.


Naveo Credit Union, formerly Cambridge Portuguese Credit Union, was incorporated in 1928 by members of the Portuguese-American community as a place for their community to grow their savings with confidence and borrow money at low rates. In 2014, we changed our name to Naveo Credit Union to complement the changing demographics of the area -- we welcome everyone in the community to become a member. We are socially responsible, supporting local non-profit organizations that serve our membership. 

Naveo is an equal opportunity employer that values diversity. We do not discriminate based on perceived or actual race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, or status as an individual with a disability. Naveo is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.