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Fluent in Spanish? Want to Travel the World? Check out this position


World Council of Credit Unions (WOCCU)

Please submit applications to

Vice President Member Services

Status: Exempt

Department: Association Services

Type: Non-Represented

Supervisor: CEO

Date: September 2011


Manage WOCCU’s member services and accountabilities, advocacy and regulatory affairs, statistical reporting

and meetings & special events. Provide specialized financial network services to benefit WOCCU members and

to promote the international credit union movement. Ensure WOCCU’s members are receiving world class

service including concrete value for their dues.



1. Member service: Facilitate the global exchange of information and ideas on credit unions; and raise the

awareness of credit unions and financial cooperatives.


Analyze member demands and market trends. Provide as a focal point for member services and

communications. Manage all technical, budgetary and promotional aspects of these tasks. Prepare and

submit to WOCCU’s annual work plans and budget proposals annually. Monitor progress against work

plan activities and in achieving project goals.


2. Advocacy and member service: Provide and coordinate delivery of lobbying to improve the legislative

and regulatory environments for credit unions.


Support members in their lobbying efforts and proactively lobbying international standard setting bodies

such as the International Accounting Standards Board, Bank for International Settlements, Financial

Action Task Force, Group of 20 and others. Work with policymakers, industry and government officials

to ensure appropriate and proportional supervisory and legislative environment for credit unions.

Oversee and update legislative / regulatory tools including the International Guide to Credit Union

Legislation, Model Law and Model Regulations for Credit Unions and the Global Regulatory newsletter.

Through and annual survey of WOCCU’s membership, collect, compile and disseminate legislative,

statistical and taxation information. Direct WOCCU’s consultant and advocacy in the European Union

and coordinate the activities of the European Network of Credit Unions, coordinate the global and

regional regulator roundtable meetings and run the secretariat for the International Credit Union

Regulator’s Network.


3. Meetings and Special Events: Provide creative and effective management of meetings and special

events to fulfill WOCCU’s mission to be the world’s leading platform for credit union innovation and

knowledge exchange. Ensure that the Meetings and Special Events Manager develops and implements

short and long-range work plans, financial plans and strategies including fiscal, venue selection,

negotiation, speakers, registration, and administrative objectives. Direct the comprehensive planning,

implementation, logistics and follow-up for the World Credit Union Conference, the dual goal of a quality

educational offering and high net income. Oversee and direct the WYCUP program. Serve as the

primary architect for the educational content and speaker selection for the conferences. Facilitate

members, supporters, delegates, credit union boards and staff to adopt and implement operational and

strategic objectives to meet annual and future goals.


4. Statistical and Information Research: Provide and coordinate delivery of research analysis, credit

union statistics and information services. Manage the Credit Union Analyst position to provide

responses to informational requests. Through and annual survey of WOCCU’s membership, collect,

compile and disseminate legislative, statistical and taxation information. Manage all technical, budgetary

and promotional aspects of these tasks.


To perform the job successfully, an individual should demonstrate the following competencies:


Analytical – Synthesizes complex or diverse information; Collects and researches data; Uses intuition and

experience to complement data; Designs work flows and procedures.


Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets

clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.


Managing People – Includes staff in planning, decision-making, facilitating and process improvement; Takes

responsibility for subordinates’ activities; Makes self available to staff; Provides regular performance feedback;

Develops subordinates’ skills and encourages growth; Solicits and applies customer feedback (internal and

external); Fosters quality focus in others; Improves processes, products and services; Continually works to

improve supervisory skills.


Visionary Leadership – Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the

vision; Provides vision and inspiration to peers and subordinates.


Business Acumen – Understands business implications of decisions; Displays orientation to profitability;

Demonstrates knowledge of market and competition; Aligns work with strategic goals.


Strategic Thinking – Develops strategies to achieve organizational goals; Understands organization’s strengths

& weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy

to changing conditions.


Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes

independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers

help when needed.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The

requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable

accommodations may be made to ensure individuals with disabilities to perform the essential functions.

Education and Experience: Bachelor Degree in business, finance, marketing, or related field. At least 8 years

experience in financial and regulatory advocacy, association services, credit unions, and human resource

development are required. Experience with writing and/or reviewing financial sector legislation and regulations.

Demonstrated skills in lobbying, finance, business management, meetings and special events, oral and written

presentations, fundraising management, implementation and evaluation of strategic business plans, supervision

and staff development, motivations of volunteers, working with committees, and financial analysis. Experience in

creation and editing both oral and written presentations, public relations and working with board committees.

Interpersonal Skills: Ability to work with member association executives, regulators, central bankers, and

senior government officials to promote credit unions.

Language Skills: Very high language skills required including the ability to read, analyze, and interpret

common scientific and technical journals, financial reports, and legal documents. Ability to respond to common

inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to

write speeches and articles for publication that conform to prescribed style and format. Fluency (read, write,

speak) in English and Spanish is required.

Mathematical Skills: High mathematical skills required including the ability to work with mathematical concepts

such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and

proportions to practical situations.

Reasoning Skills: Very high reasoning skills required including the ability to define problems, collect data,

establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in

mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills: Proficiency in Microsoft Office suite applications, Web and Internet utilization.

SUPERVISORY RESPONSIBILITIES: This position supervises the Advocacy and Government Affairs

Senior Manager, Special Events Manager and the Credit Union Analyst.



Up to 100 days per year; including both domestic and international travel.

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other

duties or responsibilities that management deems necessary.

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