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Volunteer to Make a Difference

As a member-owned financial cooperative, Orlando Credit Union relies on member volunteers to serve on its Board of Directors. Volunteers ensure financial soundness and guide strategic and policy decisions in a wide variety of areas including technology, branch deployment, product development, marketing and member service.

When you become an Orlando Credit Union volunteer, you help us to continue to grow and respond to member needs. Volunteering also provides an exciting opportunity to learn, develop business and leadership skills, and network with others. As a volunteer you are integral in the success of Orlando Credit Union.

Eligibility Criteria

To be eligible for election, all candidates must meet the following criteria:

  • Be an Orlando Credit Union member in good standing.
  • Complete and submit all required application items by the deadline.
  • Be able to pass background checks such as:
    • Credit Check
    • Employment Verifications
    • Education Verifications
    • CUNA Background Check
    • State of Florida Office of Financial Regulation
    • CUNA Mutual Insurance for Bondability
    • No Felony Convictions
  • Hold at least a bachelor’s degree in a field of specific benefit to the credit union, or equivalent work experience.
  • Willingness to fulfill requirements of the Board of Directors.
  • Agree to act in the best interest of our members and the credit union as a whole.
  • Demonstrate consistency with our values, Code of Ethics, and Code of Conduct.
  • Must not be an immediate family member of an employee of the credit union, director, or committee member seated. This includes: spouse, parent, child, sibling, in-law, aunt, uncle, niece, grandparent, grandchild, member of household, or romantic relationship.

The Ideal Board Candidate:

  • Experience in roles focused on financial performance and forecasting as it pertains to implementing strategy.
  • The spirit of volunteerism and a demonstrated understanding of supporting underserved communities.
  • A background in digital customer experiences.
  • Experience in banking or credit unions, especially with lending products, or within the financial education arena.
  • The desire and ability to cultivate community partnerships.
  • A background in working to build diversity, equity, inclusion and gender equality within a company, industry, or community.

Responsibilities and Duties

Credit union service can be very rewarding with the opportunity to make a positive impact on the financial success of members and our surrounding communities. You will be able to add more leadership experience to your resume, gain new business insights, and be exposed to a variety of professional networks. In addition to meeting the requirements to fill an elected role at the credit union, it is important to know what to expect when applying for a Board position. The overall time commitments for this role can range and include the following types of commitments.


Board Member Responsibilities:

  • Help determine the strategic direction of the credit union
  • Monitor performance against the strategic plan
  • Provide direction and oversight to meet targets
  • Ensure the safety and soundness of the credit union
  • Hire and evaluate the CEO
  • Serve on ad-hoc or ancillary committees to facilitate board oversight.

Time Commitments

  • Three-year term
  • Monthly board meetings (up to 12 per year)
  • Committee meetings
  • Planning sessions
  • Preparing for meetings (reading board/committee packets)
  • Training/conferences (Required travel is paid for by the credit union.)

Next Steps and Timelines

  • Submit completed application by the due date. Incomplete applications will not be considered. If you are selected, you will be scheduled for an interview by the Nominating Committee.
  • Final ballot selection and notification will be completed in January.
  • Membership will vote in next year’s election during March.
  • Election results will be announced at the Annual Meeting in April.

Your Completed Application Includes:

  • Completed & Signed Application (download below)
  • A Current Resume
  • The Ballot Statement - Brief summary of your qualifications to be used on the election ballot if you are selected as a candidate.
  • Headshot Photo - Photo will be used on the election ballot if you are selected as a candidate.

Application Deadline:

The application deadline expired on January 14, 2023.

After January 13, 2023, members may have their names placed on the ballot by submitting a petition signed by at least 246 members in good standing. Petitions must be received by the Secretary of the Board of Directors no later than March 10, 2023. The names of those members nominated and the voting instructions will be available in April.

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