Talent.com
Mobile Branch Lead

Mobile Branch Lead

First Alliance Credit UnionRochester, MN, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Summary

The Mobile Branch Lead plays a critical leadership and production role within First Alliance Credit Union, serving as both the operational point person for the Mobile Branch and a high-performing lender. This role combines strong lending expertise, community engagement, and day-to-day mobile branch coordination. The Mobile Branch Lead is responsible for supporting and guiding the Mobile Branch team, ensuring exceptional member service, driving loan growth, and representing the credit union across our mobile service areas.

The Mobile Branch Lead will maintain a full lending pipeline and be a consistent producer, while also fostering collaboration, accountability, and consistency across the mobile team. This position reports to a Branch Manager and operates from the Mobile Branch exclusively.

Essential Functions

Leadership & Oversight

  • Mobile Branch Ownership : Act as the operational and service lead for the Mobile Branch, ensuring smooth day-to-day execution, a high-performing team, and alignment with the credit union’s mission and strategic objectives.
  • Team Leadership : Guide, motivate, and support Mobile Branch staff to uphold service standards, meet performance expectations, and create a consistent, member-first culture.
  • Branch Coordination : Manage daily staffing, schedule planning, and readiness of the Mobile Branch, ensuring strong coverage and high member accessibility throughout all stops.

Member Service & Lending Leadership

  • Lending Production : Serve as the Mobile Branch’s lead lending producer. Maintain a consistent loan pipeline by proactively identifying and converting lending opportunities aligned with member needs.
  • Relationship Management : Cultivate lasting member relationships through consultative conversations and high-touch service across deposit and lending solutions.
  • Operational Coaching : Serve as a go-to resource for staff on complex member inquiries, loan structures, and financial education—ensuring team confidence and consistency.

    • Coaching & Staff Development

  • Performance Coaching : Provide informal performance feedback, day-to-day coaching, and skill development opportunities to Mobile Branch staff to drive individual and team success.
  • Training Support : Partner with Branch Manager and internal trainers to onboard and develop new Mobile Branch team members, ensuring alignment with procedures and service expectations.
  • Culture Building : Lead by example in professionalism, ownership, and values-based leadership; contribute to a cohesive, empowered team environment.

    • Operational Accountability

  • Mobile Unit Oversight : Ensure Mobile Branch readiness each day, including cleanliness, technology functionality, safety checks, and inventory / supply needs.
  • CDL Compliance & Driving : Participate in driving duties for the Mobile Branch once CDL is obtained (required within 90 of hire) and maintain full eligibility under DOT guidelines.
  • Systems & Technology Monitoring : Ensure all mobile and digital systems are operating effectively; coordinate with IT and support teams to resolve issues promptly.

    • Community Engagement & Representation

  • Local Outreach : Actively represent First Alliance Credit Union at each Mobile Branch location with professionalism, authenticity, and care.
  • Partnership Building : Identify opportunities to connect with community organizations, events, or local businesses that align with member growth and access to financial services.

    • Innovation & Strategic Collaboration

  • Process Improvement : Contribute ideas and feedback to enhance the Mobile Branch experience, increase lending and deposit success, and streamline team operations.
  • Cross-Department Partnership : Collaborate with internal departments (Lending, Marketing, IT, etc.) to ensure alignment between mobile operations and broader organizational goals.
  • Member Experience Evolution : Support innovation in mobile financial delivery, remaining flexible and adaptable to changing member needs and community trends.

    • Additional Responsibilities

  • Perform any additional responsibilities or leadership duties as assigned by the Branch Manager in support of strategic or operational objectives.

    • Pay and Benefits

    Starting pay : $54,273.18 Exempt

    There may be an increase of base pay based on skills and experience.

    Benefits include : 401(k), 401(k) Matching, Dental Insurance, Employee Assistance Program, Employee Discount, Health Insurance, Health Savings Account, Life Insurance, Paid Time Off and Vision Insurance.

    Competencies

    The attributes listed below are representative of the knowledge, skills and / or abilities required.

    Education / Certification

  • High School Diploma or equivalent required.

    • Experience

  • 3+ years of member service experience in a financial institution.
  • Minimum of 1 years of lending experience required.
  • Prior experience in mobile or non-traditional financial service delivery strongly preferred.
  • Demonstrated leadership qualities or experience in a team lead or informal leadership role.

    • Skills and Abilities

  • Strong communication and interpersonal skills.
  • High level of professionalism, integrity, and accountability.
  • Demonstrated success in loan production and goal achievement.
  • Ability to coach and guide team members.
  • Comfortable leveraging technology in a fast-paced, mobile setting and adapts quickly to changing systems and environments.

    • Additional Requirements

  • CDL not required at time of hire but must complete licensing process within 90 days of start date.
  • Must be able to pass a DOT physical and meet commercial driving eligibility requirements.
  • Must maintain CDL eligibility including all DOT requirements
  • Must be able to lift and move light equipment / materials.
  • Flexible availability to support Mobile Branch schedule and outreach needs.

    • Professionalism / Attitude

  • Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.
  • Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
  • Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
  • Displays an on-going commitment to learning and self-improvement in areas that are job and / or organization relevant.

    • Leadership

  • Lives the credit union mission : we show up. We listen to your story. We provide possibilities.
  • Embodies the credit union’s core values :  Passion, Presence and Persistence
  • Takes initiative to be involved in networking opportunities in the community.
  • Generates innovative ideas, and creative solutions to challenging problems.
  • Models’ behavior that builds inter-personal trust and personal integrity within the team.
  • Offers to take additional responsibilities contributing to the success of the team.

    • Performance Metrics

  • Mission, Vision & Core Values : Consistently demonstrates alignment with the credit union’s Mission, Vision, and Core Values in daily interactions, decision-making, and leadership. Leads by example in exhibiting Passion, Presence, and Persistence while creating meaningful member and team connections.
  • Loan Production & Pipeline Management : Proactively drives loan growth by maintaining a steady lending pipeline, identifying member needs, and closing quality loans. Meets or exceeds monthly and quarterly production goals while coaching others in sound lending practices.
  • Member & Community Experience : Delivers personalized, solutions-focused service at every Mobile Branch stop and community interaction. Builds lasting member relationships and serves as a trusted resource across both deposit and lending needs.
  • Team Leadership & Development : Provides daily direction, coaching, and feedback to Mobile Branch staff to ensure alignment with service expectations and performance goals. Promotes accountability, engagement, and a strong team culture through consistent support and visibility.
  • Mobile Branch Readiness & Oversight : Ensures the Mobile Branch is clean, safe, and fully operational, including technology, supplies, and compliance with all DOT and CDL requirements. Serves as the operational point person for daily execution and mobile schedule planning.
  • Communication & Problem Solving : Maintains open, respectful communication with members, teammates, and leaders. Resolves operational or member issues quickly and effectively, applying sound judgment and promoting clarity across all channels.
    • serp_jobs.job_alerts.create_a_job

    Branch Lead • Rochester, MN, US