Associate Board Member Application

ASSOCIATE BOARD MEMBER APPLICATION

Guidelines

An Associate Board Member (ABM) would be a non-voting member of the Board of Directors. They would participate in all discussions at the board meeting, could be appointed to sub-committees, and are subject to the Directorship Responsibility Policy.

Why We Need Associate Board Members

It’s simple! It is an excellent way to bring new members to the board. They get to experience how our board functions and the responsibilities involved. At the same time, the board gets to know the ABM and evaluates whether this person would be a good fit with the board. There is no guarantee that an ABM would become a board member. When a current board member decides to step down or not be nominated for new term, we would have an ABM ready to step into the opening. There would not be a learning curve and they would be current on issues.

Finding Interested Members

In order to find a member interested in becoming an Associate Board Member we will post a message on our website, Facebook, online/mobile banking and have displays in our lobby areas. Staff or board members may also refer members who are interested in serving in this capacity.

Application and Acceptance

A member interested in becoming an ABM will either submit a cover letter and resume and/or a completed application (see attached) to the board. All applications are subject to approval by majority vote of the board.

Confidentiality

On the appointment of the ABM, the ABM will be asked to read and sign the Confidentiality statement found in the credit union’s policies. The ABM will also be given all pertinent information on what their role will be and the time and place of the monthly board meetings.

Education

Each Associate Board Member is encouraged to seek out credit union educational opportunities whenever possible. We also encourage you to review our website at successcu.org, Facebook and any other related credit union documentation.

Dismissal

Any breach of confidentiality or lack of attendance may be grounds for immediate dismissal of the ABM. The board of directors can also dismiss an ABM at anytime by majority vote.

APPLICATION

Member Information

Member Name *

Account Number *

Street Address *

City *

ZIP Code *

How long have to lived at this address? *

Home Phone *

Mobile Phone *

Previous Address *

Employer Information

Employer Name, Address and Telephone *

Position *

How long employed? *

Personal Qualifications

What qualifications do you bring to Success Credit Union?

*

Why are you interested in becoming a Board Member at Success CU?

*

Please contact me on the status of this application using my

Email

Home Phone

Mobile Phone

I hereby certify that all the statements made are true and complete, are submitted for the purpose of becoming an Associate Board Member of Success CU and that the credit union may rely on them for such determination. I authorize you to obtain such information as you may require concerning the statements made in this application and agree that the application shall remain your property and you are authorized to answer questions about my credit experience with me.

I agree with the statement above and this checkbox substitutes for my signature.

Date *

Thank you for your Application