World Council of Credit Unions (WOCCU)
Please submit applications to email@example.com
Vice President Member Services
Department: Association Services
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
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.