Volunteer Opportunities

Volunteer Opportunities


Make a Difference...Volunteer

Heritage Valley is looking for members who want to put their experience and talents to work for a good cause. We are seeking qualified volunteers who want to make a difference in their Credit Union by serving on the Board of Directors or Supervisory Committee; and YOU may be just the person we need!

Curious about the advantages of volunteering? Check out our blog post for things to consider.

Board of Director Volunteers

Who is eligible? 

All candidates that are current members in good standing, demonstrate good character, fiscal responsibility, a commitment to serve as a volunteer in the best interests of their fellow credit union members, and the willingness and ability to fulfill the responsibility of the position, will be recommended for nomination.

What are the duties & responsibilities?

The term of appointment is three (3) years from the annual meeting. 
 
Expected Meeting attendance:  
  • Regularly attend meetings as scheduled, at the minimum 12 per year or as deemed necessary. 
  • Participate in committees of the Board as appointed 
  • Attend Board workshops and other training opportunities if possible. 
  • Attend the Credit Union annual meeting and other special events as needed. 
  • Attend strategic planning sessions as scheduled.  
Obligations:  
  • Establish policy 
  • Select, appraise (annually), and support the President/CEO 
  • Monitor finances and assure financial soundness 
  • Develop, monitor, and update long-range plans 
  • Assure that products and services meet the needs of the members 
  • Keep current with all regulations, policies, and trends in order to make sound critical decisions. 
  • Report immediately to the Chairman any conflicts of interest that would prohibit you from fulfilling all of your duties and responsibilities as a Director.  
Specific Duties:  
  • Attend meetings 
  • Be well informed on agenda items in advance of meetings 
  • Listen respectfully to others points of view 
  • Participate in open exchange of ideas 
  • Participate in decision making 
  • Represent the Credit Union in a positive manner to the public and to members 
  • Educate yourself about the needs of the members served by the Credit Union 
  • Participate in training events to increase your knowledge to better serve the membership. 

I'm interested! How do I get started?

Great! We're glad you're interested and thank you! Now, to help us get to know you a little better, simply complete, print and sign the Application for Nomination below.

Please keep in mind, your application must be submitted to HVFCU at least 120 days before the Annual meeting (usually held in April) to be considered by the nominating committee. Any member meeting the eligibility requirements, but not nominated by the committee, may use the petition process as an alternative method of getting your name on the ballot. 

Application for Nomination

Then please submit your completed application via one of the options below and our Volunteer Coordinator will contact you regarding your application:
  • Email as an attachment to:volunteer@heritagevalleyfcu.org 
  • Mail to:
          Heritage Valley FCU
          Attn: Volunteer Coordinator
          P.O. Box 3617
          York, PA 17402-0637
  • Fax your completed application to (717)840-4982, Attn: Volunteer Coordinator
  • Drop off at any of our office locations.
*Please note that these positions are usually filled in April of each year, during our annual meeting. We are more than glad to receive your application at any time during the year, however the best time to submit one is during the months of October through December.

Supervisory Committee Volunteers

Who is eligible?

All candidates that are current members in good standing, demonstrate good character, fiscal responsibility, a commitment to serve as a volunteer in the best interests of their fellow credit union members, and the willingness and ability to fulfill the responsibility of the position, will be recommended for nomination.

What are the duties & responsibilities?

The term of your appointment is for one year, beginning after the Credit Union’s annual meeting and ending at the next annual meeting, unless reappointed by the Board of Directors for another term. HVFCU’s annual meetings take place in April of each year. 
 
Obligations: 
  • Hiring of an accounting firm to conduct an annual audit of HVFCU’s books 
  • Verification of members accounts 
  • Report findings to the Board of Directors 
 
Specific Duties: 
  • Attendance at regularly scheduled meetings; usually one per month 
  • Review the minutes of Board meetings 
  • Surprise cash counts 
  • Random review of loan files 
  • Evaluation of security systems 
  • Verification of bank reconcilements 
  • Review Credit Union operation 
  • Ensure adherence to approved policies 
  • Handle member complaints and questions  

I'm interested! How do I get started?

Great! We're glad you're interested and thank you! Now, to help us get to know you a little better, simply complete, print and sign the Application for Nomination below. 

Application for Nomination

Then please submit your completed application via one of the options below and our Volunteer Coordinator will contact you regarding your application:
  • Email as an attachment to:volunteer@heritagevalleyfcu.org 
  • Mail to:
          Heritage Valley FCU
          Attn: Volunteer Coordinator
          P.O. Box 3617
          York, PA 17402-0637
  • Fax your completed application to (717)840-4982, Attn: Volunteer Coordinator
  • Drop off at any of our office locations.










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