Advisory Council Job Description



To develop knowledge of the credit union industry, the roles of the Board and Supervisory Committee and to represent the interests of all members. Volunteers offer the credit union one of its greatest strengths. They need to have sound judgment, a willingness to learn and contribute to the group process. They do not need to be experts in financial management to make valuable contributions to the sound development of the credit union.


  1. Attend and participate in Board or Supervisory Committee meetings, as assigned, planning sessions, appropriate committee meetings and credit union functions involving volunteers.
  2. Review agenda and supporting materials before all meetings.
  3. Share expertise from their profession or experiences.
  4. Stay informed about the credit union’s mission, services, policies, and programs.
  5. Represent the interest of all members.
  6. Represent the credit union in the member community, legislative affairs and industry events.
  7. Keep up to date on developments in the financial services field.
  8. Participate in the strategic planning to develop strategic direction, long-range plans and goals for the credit union.
  9. Suggest possible volunteers who can make significant contributions to the work of the credit union.
  10. Follow Code of Conduct Policy and confidentiality policies.
  11. Refrain from making special requests of the staff.


Advisory Council Members will be appointed by the Board of Directors annually for a one year term.


In order for volunteers to make their greatest contribution, the credit union has developed the following list of desired characteristics. Individuals will find it useful to incorporate these behaviors into their style of interaction.

  • Mutual respect and trust of fellow volunteers and staff
  • Acceptance of the role of volunteers and staff
  • Commitment to participate, share ideas and be heard
  • Give consideration to ideas of others
  • Sharing the common organizational vision
  • Maintain confidentiality of information and member privacy
  • Following the “chain of command”
  • Being the image of a “team player” by:
    • helping team members attain goals
    • supporting team members
    • accepting the good with the bad
    • always displaying a constructive attitude internally and externally
    • keeping organizational goals as the top priority, rather than individual goals