Join the Team

Make a difference every day!

Current Openings

VOLUNTEER - BOARD MEMBER

Each member of the nine Board of Directors is elected by the membership to serve a three-year term.  The Board sets the policy and directs management in the overall running of the Credit Union.  This position is a volunteer position (non-paid).

 

Basic Responsibilities:

  • Make strategic decisions regarding the course of action for the Credit Union by establishing objectives, formulating policy, and approving goals and programs.

  • Set rates on savings and loan products.  Establish pricing policy on member services and fees.

  • Hire, fire, and evaluate the Credit Union’s Chief Executive Officer.

  • Approve pay practices and benefits for Credit Union staff as recommended by management.

  • Participate in standing committees as appointed by the Board chair.

  • Ensure the Credit Union meets all federal and state regulations and guidelines.

  • Monitor activities of and appointments to the Supervisory Committee.

  • Maintain, review, and update the Credit Union bylaws.

  • Maintain the confidentiality of all Credit Union business.

  • Attend and actively participate in monthly Board meetings and the annual planning session.

 

Duties:

  • Thoroughly review Board packets prior to each Board meeting.

  • Routinely review the Board Policy Manual.

  • Fulfill yearly educational requirements (see Educational Requirements).

  • Be aware of state and federal political issues regarding the credit union movement.

  • Give all assistance possible to fellow board members, appointed officers, and employees of the Credit Union in the discharge of the duties of their offices and positions.

  • Disclose possible conflicts of interests and refrain from voting on issues related to the conflict.

  • Attend monthly Board meetings (see Required Meetings).

Required Meetings:

  • Monthly Board meeting – currently held on the third Thursday of each month in the Credit Union’s Board room.  The meeting begins at 4:30 p.m. and last approximately two hours.  Must attend a minimum of ten regular monthly Board meetings per year.  (Telephonic attendance is allowed and considered as an attended meeting, but should only occur occasionally.)  If more than two meetings are missed, the Board chair will contact to discuss absenteeism.

  • Annual meeting of the membership – generally held at the end of March.

  • Annual planning session.

  • Other assigned committee meetings – generally held monthly in the Credit Union Board room. Dates vary depending on the specific committee.

    Educational Requirements:

  • Complete the Board of Directors resources modules offered by Credit Union National Association (CUNA) no later than the twelfth month in office. These are a series of six self-study booklets with a self-administered competency test at the end of each booklet. 

  • Annually may be required to attend one of the following:  an educational program offered by Credit Union Executive Society (CUES), Credit Union National Association (CUNA), Trustage, or two-chapter meetings.  A Board member may complete three additional CUNA training courses or booklets during the year in lieu of attendance at the above meetings.  Seminars attended outside the credit union arena, but regarding financial management, also satisfy educational requirements.  Board members are required to summarize the content of attended programs to the Board at the next Board meeting.

Board Member Requirements:

  • Must be a member in good standing with the Credit Union.

  • Must be at least 18 years of age.

  • Must be bondable by the Credit Union’s fidelity bond company.

  • Must authorize a criminal background check and credit check.

  • Must be an American citizen or a person lawfully admitted to the United States for permanent residency who is ordinarily a resident in the United States.

  • Not a current employee of the credit union.

  • Is free of any real or perceived conflict of interest that might reasonably be expected to prevent them from acting in the best interests of the credit union as a whole and independently of any particular interest arising as a result of any previous, existing or future relationship with the credit union, its members, regulators, competitors or suppliers.

For more details or if interested, please e-mail hgarcia@thinkwisecu.org.

Thinkwise Credit Union is an Equal Opportunity Employer.

Thinkwise Federal Credit Union is a financial cooperative for employees who regularly work in the educational industry. For more than 60 years, we seek to provide individualized service to meet the unique needs of school employees in the San Bernardino, Riverside, and Orange Counties. If you are looking to join a team that embodies the philosophy of “people helping people” and a culture that supports curiosity, then Thinkwise may be for you! Whether serving Members via a direct or indirect channel, you will find a fulfilling career, great benefits, and a professional and supportive work environment. Our corporate office is located in San Bernardino, California. We are proud of our growth and expansion, which currently includes two branches in the Inland Empire.