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Advisory Director Candidates

If you are a Pacific Service Credit Union (PSCU) member who enjoys our products, services and rates and would like to take an active role in guiding the Credit Union’s future, you should consider becoming an Advisory Director.  As an Advisory Director you will have opportunities to see the Credit Union from the inside.  You will meet credit union industry professionals who will share their expertise to assist you in enhancing the skills necessary to be an effective Director.  You will participate in the decision-making process that sets the future course for the Credit Union.  As an Advisory Director you will be among a handful of dedicated volunteers devoted to ensuring our members receive the best the Credit Union can offer.

PSCU is interested in interviewing potential candidates to voluntarily serve as Advisory Directors to its Board of Directors potentially leading to full Board positions.  Advisory Directors have the same duties and responsibilities as the Board of Directors; however, Advisory Directors do not have voting authority.

Attributes Desired in an Advisory Director Candidate Include:

  • The ability to address issues from the standpoint of the greater good of the membership of the Credit Union
  • The commitment to attend monthly Board meetings
  • Having general knowledge of credit unions, as well as other financial institutions, or the financial industry
  • Being a member in good standing of the Credit Union and using the Credit Union’s products and services to a reasonable degree
  • Having a satisfactory credit and reference check

Advisory Director Responsibilities:

  • Attend a half-day orientation session at the Credit Union’s Walnut Creek office
  • Attend monthly Board Meetings in Walnut Creek.  Monthly meetings are usually held on the fourth Thursday of each month beginning sharply at 9 a.m. and ending generally by 11 a.m.
  • Attend the Credit Union’s Annual Meeting and Dinner each April
  • Attend the Credit Union’s 3-day Annual Planning Meeting each October
  • Represent the Credit Union at special events, as requested by the Board and accepted by the Advisory Director
  • Participate in Board deliberations with the full knowledge and understanding of the Credit Union’s goals and objectives
  • Complete the CUNA Volunteer Achievement Program within the first year of tenure as an Advisory Director.  The CUNA Volunteer Achievement Program is a self-paced, home-study program with graded modules covering subjects such as planning, financial reports, managing risks and the duties and responsibilities of Directors

If you wish to be considered as a candidate for an Advisory Director appointment, please complete and submit an Application for Advisory Director.

Send your completed form to:

 

Pacific Service Credit Union
Attn: Board Candidates
P.O. Box 8191
Walnut Creek, CA  94598

Or by email to:
BoardCandidates@pacificservice.org

If you have questions, please contact us by email at BoardCandidates@pacificservice.org.

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