Board Application Information | O Bee Credit Union

Thank you for your interest in serving on the Board of Directors or Supervisory Committee at O Bee Credit Union. These leadership roles are essential to the success and integrity of the Credit Union and offer an opportunity to support our mission of improving the financial well-being of our members and community. O Bee is a dynamic and growing organization; there’s a lot for our Directors and Supervisory Committee members to learn and (sometimes) difficult choices to make.

Please note: While you can apply anytime, there are currently no positions available, and applicants may not be contacted by the Nominating Committee until there are open positions or before the next Annual Member Meeting.

To be eligible to serve, you must be a current member of O Bee, eligible to vote in elections and membership meetings, and able to meet specific standards of integrity and accountability. All candidates must be bondable, undergo a background check, and agree to follow the Code of Ethics for O Bee Credit Union Officials. Individuals who have been employed by O Bee within the past two years are generally ineligible, except in certain short-term, interim roles.

Each year, a Nominations Committee is appointed by the Board Chair at least 120 days prior to the Annual Member Meeting. The committee is responsible for identifying and vetting qualified candidates to fill open positions on the Board and Supervisory Committee. Members may also seek nomination by collecting signatures from at least 150 fellow members and submitting a petition no later than 40 days before the Annual Meeting.

If more candidates are nominated than there are available positions, an election will be held by mail or electronic ballot, closing five days prior to the Annual Member Meeting. However, if there is only one nominee for each available position, the Chair may declare the nominees elected by general consent—no election is required.

Directors serve staggered three-year terms and are responsible for setting strategic direction, approving Credit Union policies and business plans, hiring and evaluating the CEO, and ensuring regulatory and financial soundness. The Board meets regularly, with officers elected by the Board following the Annual Member Meeting.

Supervisory Committee Members also serve staggered three-year terms and provide oversight of financial reporting, audits, regulatory compliance, and internal controls. They operate independently of management and the Board, serving as an important check-and-balance within the governance structure. They also handle whistleblower reports and member concerns involving potential misconduct.

In addition, the Credit Union may appoint Associate Directors or Associate Supervisory Committee Members, who meet eligibility requirements and participate in meetings and training in a non-voting capacity. There is no requirement to serve as an Associate prior to joining the Board or Supervisory Committee, nor is there any guarantee of appointment to a Board or Supervisory Committee vacancy.

We appreciate your interest in supporting O Bee Credit Union’s continued growth and member service through governance. Your leadership makes a difference.

Annual Notice of Officials Compensation

Board and Supervisory Committee Application
Background screenings, including credit and criminal history checks, are a requirement for selection.

Please note: While you can apply anytime, there are currently no positions available, and applicants may not be contacted by the Nominating Committee until there are open positions or before the next Annual Member Meeting.

First Name:*

Last Name:*

Address:*

City:*

State:*

ZIP code:*

Home phone number:*

( ) -

Work phone number:*

( ) -

Email:*

I am interested in serving on:*

Supervisory Committee
Board of Directors
Wherever needed

Please explain your interest in serving on the Board:*

Briefly provide your background and/or experience:*

List your skills and/or talents that you would like us to know about:*

What is your O Bee Account Number:*

* Required field.

Questions? Contact Kerry Kelly:

360-528-5339 | kkelly@obee.com

Board and Supervisory Committee Application

Questions? Contact Kerry Kelly:

Only The Best
For Your Children

O Bee Mobile

Board and Supervisory Committee Application

Questions? Contact Kerry Kelly:

Only The Best For Your Children

O Bee Mobile

Only The Best
For Your Children