Become a UCU Volunteer

We are now accepting applications.

It's a fulfilling experience volunteering to serve on our UCU Board of Directors, Supervisory Committee, and Advisory Council.

As part of our philosophy of giving our members a financial advantage in life, UCU is committed to being bold, innovative, knowledgeable and enthusiastic.

Join our proud history of members contributing their time and expertise to helping UCU move forward in this ever-changing environment.

Please read each section before you begin your application.

Introduction about Introduction

University Credit Union (UCU) is committed to selecting volunteers who have demonstrated leadership ability, who are competent in the areas required to effectively oversee a credit union, and who demonstrate the ethical values necessary for proper stewardship of UCU assets.

This application is designed to facilitate the nomination process for candidates for the UCU Board of Directors, Supervisory Committee, and Advisory Council. It is important to read everything before completing the Statement of Interest and Application for Nomination. This will enable you to fully understand the requirements and expectations for the volunteer opportunities available at UCU.

Please submit requested information in the Application for Nomination that pertains to you so that the Nominating Committee can properly evaluate your experience as it relates to your ability to perform the duties of a UCU volunteer.

Once completed, please submit the online form and our Nominating Committee will receive a notification that a new application is available for review. If you prefer, you may download a copy of the application here and submit it via secure email as an attachment to the Nominating Committee.

UCU's Board of Directors appreciate your interest in serving as a volunteer and look forward to the possibility of working with you.

If you have any questions, please contact the Nominating Committee Chair by sending a secured email to nominatingchair@ucu.org Click to nominatingchair@ucu.org UCU Volunteer.
Mission, Vision & Values about Mission, Vision & Values

UCU is a not-for-profit financial institution for employees, students, alumni, and families of the finest universities in the United States of America. UCU was established in 1951 by UCLA employees, for UCLA employees. The credit union’s field of membership has grown extensively over the years, to include all 10 University of California campuses, member universities of the West Coast Conference, The Big West, as well as other top universities.

Core Purpose
To provide everyone in the University Community with a financial advantage.

Core Values
C.H.A.M.P.I.O.N.S.
Courageous and Fearless
Honest and Open
All In
Make a Difference
Prescriptive and Predictive
Inspire Innovation
Ownership Mindset
Never Stop Learning
Seize Opportunities

Statement of Social Responsibility
It is UCU’s intent to support human involvement and/or invest financial resources in selected charitable, community, and civic organizations whose goals and objectives are consistent with the credit union philosophy of improving credit union members’ well-being, advocating and promoting the credit union ideal of cooperative self-help, and bringing about human and social development within our community.
Code of Ethics about Code of Ethics

P2P payments are electronic and can be sent in real-time or via ACH (Automated Clearing House) in 1-2 business days. Recipients can select how quickly they want to receive their payment.

ACH payments incur no fees. Real-time payments incur a $1 fee for the recipient, deducted from the funds sent. A $1.01 minimum payment is required to send funds to a recipient.
Conflict of Interest Policy about Conflict of Interest Policy

When a payment is sent, the sender and the recipient are both notified when it is delivered. Payments can be delivered instantly or scheduled on a future date and set up as recurring or one-time payments.

When a payment is scheduled, a notification will be sent to the recipient, prompting them to claim their money. If the recipient does not claim the payment, both the sender and the recipient will be notified, and the payment will be canceled. If this happens, the payment will need to be sent again.
Qualifications for Volunteer Position about Qualifications for Volunteer Position

You can send and receive funds to other UCU member-owners in real time using Member to Member (M2M) transfers.

To use M2M, go to 'Make a Transfer' in digital banking and select 'Add a Member to Member Account.' The other UCU member can provide you with their account number information or an 'M2M Code', a secret passphrase they create.

You can also create your own 'M2M Code' and provide it to the other UCU member, allowing them to send funds to your account.

Start your application

Complete all required fields below and submit your completed packet.
The deadline for applications is November 30, 2024.

Board of Directors & Supervisory Committee Application about Board of Directors & Supervisory Committee Application

Candidate for Volunteer Position of (check one):
Member, Board of Directors Member, Supervisory Committee

Full Name

Address

City

State

Zip Code

Cell Phone

Home Phone

Work Phone

Employer

Employer's Address

Employer's City

Employer's State

Employer's Zip Code

Position

Dates of Employment:

Immediate Past Employer (If Retired):

Past Position (If Retired):

Dates of Employment:

High School:

High School City, State:

College/University Attended:

Major, Degree & Year of Graduation:

Current UCU Member:
Yes No

Length of Membership (Months/Years):

List the UCU Services you are currently using:

Describe your understanding of the difference between Credit Unions and other financial institutions.:

Do you believe that Credit Unions offer a viable alternative to other financial institutions? Please explain your ‘yes’ or ‘no’ rationale.:

The Position Descriptions for the volunteer Board of Directors and Supervisory Committee of University Credit Union are included on this page. Are the roles as defined in those descriptions consistent with your expectations of the appropriate relationship between the volunteers, the members and the Chief Executive Officer? Please explain.:

Briefly describe your management experience, specifically as it relates to managing for financial and strategic results, i.e., budget responsibility or program/project development and implementation. Include information regarding your participation in strategic planning efforts.:

Do you have experience leading or influencing teams in business, service or volunteer organizations? If yes, please list the groups and the level of your participation.:

Does your background include marketing, promotions, public relations, development or communications? If yes, please describe the extent of your involvement.:

Have you created opportunities to generate revenue or expand service programs? If yes, please explain the circumstances.:

Do you have the ability to collaborate, cooperate and network to achieve a stated goal? If yes, please list instances where this has occurred. Please describe.:

Do you have experience providing service to internal or external constituents? If yes, please describe the customer base and the nature of the service.:

Equity, Diversity and Inclusion: Describe your experience interacting with diverse stakeholders, including working to ensure equity and diversity across socio-economic and marginalized groups, in professional or other organizations.:

Describe your community service or volunteer organization participation.:

Read through University Credit Union’s Mission, Vision, Core Values, Statement of Social Responsibility, Conflict of Interest Policy and Code of Ethics. Do you agree with the principles embodied in these values? Please explain.:

The Qualifications section details the time commitment for Board of Directors and Supervisory Committee members. Do you believe that you will be able fulfill the obligations of the position for which you are a candidate? If no, please explain.:

Please use this space to elaborate on any item in the application for nomination or to add information regarding your experience you believe to be relevant to UCU.:

Advisory Council Application about Advisory Council Application

Candidate for Volunteer Position of:
Member, Advisory Council

Full Name

Address

City

State

Zip Code

Cell Phone

Home Phone

Work Phone

Email

Employer

Employer's Address

Employer's City

Employer's State

Employer's Zip Code

Position

Dates of Employment:

Immediate Past Employer (If Retired):

Past Position (If Retired):

Dates of Employment:

High School:

High School City, State:

College/University Attended:

Major, Degree & Year of Graduation:

Current UCU Member:
Yes No

Length of Membership (Months/Years):

List the UCU Services (e.g. checking, credit card, loans) you are currently using:

Describe your understanding of the difference between Credit Unions and other financial institutions.:

Do you believe that Credit Unions offer a viable alternative to other financial institutions? Please explain your ‘yes’ or ‘no’ rationale.:

What do you like best about being a member of UCU?:

Have you ever referred an individual to join UCU? If so, did they join?:

What contribution could you make by serving on UCU’s Advisory Council?:

Please describe any experience or expertise you may have in any of the following: (Marketing/Public Relations, Financial Services, Customer Service, Community Engagement):

Describe your community service or volunteer organization participation.:

Read through University Credit Union’s Mission, Vision, Core Values, Statement of Social Responsibility, Conflict of Interest Policy and Code of Ethics. Do you agree with the principles embodied in these values? Please explain.:

The Qualifications section details the time commitment for Advisory Council members. Do you believe that you will be able fulfill the obligations of the position for which you are a candidate? If no, please explain.:

Please use this space to elaborate on any item in the application for nomination or to add information regarding your experience you believe to be relevant to UCU.:

Please include all required information in the application so that the Nominating Committee can properly evaluate your experience as it relates to your ability to perform the duties of a UCU volunteer.

Submit your completed application within the forms above. You will receive a email confirming your submission. If you prefer to print the application, download the application form here and address to the ATTENTION OF THE NOMINATING COMMITTEE using one of the following methods:

Send a secured email to nominatingchair@ucu.org
Drop off at University Credit Union's Westwood Advisory Center

¹APY = Annual Percentage Yield. To earn up to 5.00% APY, member must have a qualifying University Checking Account. Based on a combined rate of 4.88%. Credit card must be active, have at least one monthly transaction (excludes balance transfers and cash advances), and be enrolled in credit card eStatements to qualify for the extra 1.00% APY in dividends. Account does not earn dividends if there is a $0 balance in a HELOC at the end of the month. All accounts must be in good standing with no delinquency or bankruptcy pending. Multiple loans in the same category count for only 1.00% APY in dividends.

Qualifying University Checking Accounts will earn 1.00% APY in dividends on balances up to $25,000. Balances above $25,000 will be paid at the regular checking rate. Qualifying University Checking Accounts are defined as having at least 25 transactions per month (includes transactions made with both debit and credit cards) and enrollment in eStatements. If the requirements are not met, then no dividend is earned. Secondary University Checking Accounts not eligible to earn APY. Dividends are calculated by the daily balance method, which applies a daily periodic rate to the balance in the account at the end of each day. Dividends are disbursed monthly into the active University Checking Account. APY is accurate as of the last dividend declaration date. Fees could reduce the earnings on the account. Rate subject to change after account opening and may vary based on qualifications met at month end. Not valid with any other offers. To establish a UCU Membership, you must deposit at least $5 to a Regular (Share) Savings Account. A $50 minimum deposit is required to open a University Checking Account. All accounts are subject to approval.

²APR = Annual Percentage Rate. Rates stated available on approved credit and may be different as determined by the individual creditworthiness of each applicant. The maximum annual percentage rate for a UCU Credit Card is 23.99% APR. Rates current as of November 8, 2024, and are subject to change based on market conditions and borrower eligibility.

Become a UCU Volunteer

We are now accepting applications.

Start your application

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