Job Summary

As a member of UFCU’s Retail Leadership Team and working under the leadership of the Sr. Retail Manager – Satellite Branch Network, the Mobile Branch Manager (MBM) leads the mobile branch team to grow membership, impact communities, deepen relationships, and provide exceptional service to current and future members. This role oversees all mobile branch operations and ensures safe, compliant, and effective service delivery. The MBM also serves as a brand ambassador, identifying community partnership opportunities, expanding UFCU’s presence in target markets, and collaborating with internal stakeholders to drive strategic growth.

The Mobile Branch Manager reports to the Sr. Retail Manager – Satellite Branch Network.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In Pursuit Of Our Aspiration That UFCU Is Loved By Millions Of Members And Built To Thrive For Generations, We Are Guided By Our Values

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and

preferences, what brighter futures means to them, and the obstacles in their way. We act in our

Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions

Team Leadership and Development

• Lead, inspire, motivate, mentor, and develop team members by providing guidance and training to attain departmental and individual development goals and support organizational needs.
• Serve as a role model in transparent communication, two-way dialogue, and proactive communication to the team.
• Utilize a proactive, ethical, and consultative approach to build a successful and effective team to operate according to UFCU values, providing guidance and resources, and removing obstacles as needed.
• Provide team leadership based on servant leadership principles, caring for the whole person.
• Plan, monitor, and appraise job results with an emphasis on coaching and developing employees to achieve desired performance results.
• Regularly consult with partners to determine team performance and identify opportunities for improvement.
• Help teams achieve their career goals. Ensure team members understand how to have an impact and are aware of that impact when they've made it.
• Help build a productive and fun team environment.
• Hold staff accountable to goals, initiatives, and UFCU’s policies and procedures.
• Utilize leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
• Promote UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals.
• Embrace and promote a change-oriented and continuous process improvement culture to streamline and enhance mobile branch operations according to UFCU’s strategic initiatives.
• Represent UFCU in the community as a brand ambassador by participating in public forums, business meetings, and local events to promote UFCU’s mission, values, and services.
  
  

Core Competencies

• Delivering Member Obsession
• Seeks to understand customers
• Identifies customer service issues
• Drives member-focused practices
• Assures member satisfaction
• Delivering Performance Excellence
• Maintains focus
• Measures progress and outcome
• Ensures accountability
• Delivering Innovation
• Inspires curiosity
• Challenges current thinking
• Supports experimentation
• Advances ideas to the next stage
  
  

Experience

Minimum Requirements

• Bachelor’s Degree. Four (4) years of relevant experience may be substituted for degree.
• Minimum of three (3) years of formal or informal management and leadership experience developing and leading teams.
• Minimum of five (5) years demonstrated success selling products and/or services within a retail banking or financial services environment industry.
• Willingness to undertake additional driving courses to competently operate the mobile branch. This includes obtaining any necessary certifications or licenses as required.
• Pass Entry-level CDL Driving Theory Test
• Must have and maintain a current and valid Texas Driver’s License
• Reliable transportation for travel to multiple worksites within Central Texas
• Must have a safe driving record
• Must have and maintain minimum levels of automobile insurance coverage per Texas state guidelines.
• Experience working in a business development/community relations capacity.
• Demonstrated experience building community partnerships or representing an organization in a business development or community outreach capacity.
• Must be bondable.
  
  

Preferred Requirements

• Two (2) years demonstrated success selling products and/or services in a remote/mobile environment.
• Commercial Driver’s License (CDL)
• Bilingual in Spanish and English
  
  

Physical Demands

• The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Frequent
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.
• Will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately.
• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.
  
  

Work Environment

• The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.
• This position may involve periodic stressful conditions.
• This position requires some work outdoors in varying weather conditions.
• May require an adjusted work schedule, overtime, and evening/weekend hours.
• May involve frequent computer use at a workstation up to two hours at a time.
• Travel required – due to the nature of the role, work locations will vary and require frequent traveling and occasional overnight stays in other cities.
• The noise level in the work environment is usually moderate to loud.
  
  

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