It’s time again to exercise your rights as a member by electing volunteers to represent you on SMCU’s Board of Directors. All members in good standing are entitled to a vote in SMCU’s 84th Annual Volunteer Elections. Voting takes place between Monday, February 13, 2017 and Friday, March 10, 2017.
SMCU is a reflection of our members and the things you find important. It’s one of the primary benefits of being a member-owner of SMCU – you have a voice in how the credit union is run.
How to Vote
During the week of February 10th, you should have received a letter in the mail with your ballot, voting credentials and instructions about how to cast your vote, either by mail or online. You may have also received an email with the instructions and login information to vote online, if we had a valid email address on file. If you haven’t voted by March 1st, you may receive a reminder email.
We have retained the services of Survey & Ballot Systems to administer the election. The emails you receive will come from them. Be sure to whitelist this address, email@example.com, to ensure you get those emails.
What Are the Board’s Responsibilities?
One-hundred percent democratically elected by the membership, the Board meets each month to review and evaluate all aspects of the credit union including:
- Setting the vision for the credit union
- Building a strategic plan
- Approving the annual operating budget
- Overseeing the credit union’s financial soundness and service levels
Additional responsibilities include serving on special SMCU Committees, such as the Corporate Citizenship Committee, the Finance and Budget Committee, and the Technology Committee. Board members also represent the credit union at community events.
Let Your Voice Be Heard
To cast your vote in this year’s Annual Elections, mail your ballot or vote online between Monday, February 13, and Friday, March 10.
To be eligible to vote you must have been a member in good standing at least 18 years of age as of 12/31/2016. Individuals who hold a joint status on any account without their own membership share account are not eligible to vote. If you are a joint account holder who opened an individual account before 12/31/2016, you are eligible to vote. Only the first vote received from each eligible voting member, whether by mail or email, will be counted. All subsequent votes received from the same eligible voting member will be declared void.
List of Nominees
Thank you for allowing me to serve you as a Board Director this last term and Vice Chair for 2 years. We have had a very busy and exciting 3 years. Your new headquarters has opened providing our excellent employees a collaborative and much more user-friendly place to work. Your board has been refreshed with new members and ideas, and we are embarking upon a bold new plan to serve the wider audience in Seattle, poised to capitalize on the explosive growth in the Puget Sound region while striving to improve each member relationship. You may have seen SMCU and our employees in the news lately – from our new branch in Beacon Hill at El Centro de la Raza to our partnership with the City of Seattle for citizenship loans, SMCU has been in the news for positive impactful change in our community.
I am proud to have been part of these changes.
I am asking for your vote so that I may continue to serve you in the challenging years ahead. As in the past, competition from both banks and non-traditional financial channels will continue to become fiercer, and we continually have to fend off the large financial institutions efforts to take away our not-for-profit tax status, a status that benefits each and every SMCU member. The makeup of the Puget Sound area continues to change from demographics to income disparity becoming more visible. Your board is faced with rising to meet these challenges and many more. I believe my past experience with forward-looking vision will fill a valuable role. Please take the time to vote in this election regardless of your choice.
Over the past 10 years I have led organizations and worked on teams that were committed to member satisfaction and advancing the mission of the organization. Seattle Metropolitan Credit Union provides a vital benefit to families in greater Seattle by tying its continuity to the prosperity of members. Having served as president of a non-profit organization and engaged in strategic initiatives in the business sector, I offer my finance and business experience to support the infrastructure and advance the strategic objectives of SMCU. The correlation between SMCU’s mission and its strategy to serve a broader community should remain as congruent in execution as it was in development. As a board member, I will look to first support the board’s existing structure, objectives and approach. Recognizing that the commitment to serving the community and ensuring leaders have the space to succeed requires a higher level of collaboration among board members. Secondly, I look to ensure a climate of change exists by providing the executive management team clarity and flexibility. Setting the expectation that diverse thoughts matter at each organizational level and reinforcing measurable expectations is a tangible objective to which all board members can be attached. I believe this will enable a true evolution of SMCU's strategy rather than a mere substitution of ideas that are not progressive.
Catalyzing the generational impact of access to fair banking services and enhancing the financial literacy of marginalized communities remains a personal purpose and the essence of my candidacy. I believe that strengthening the constructs of financial education and responsiveness to the economics of a shifting demographic is critical to the success of such financial cooperatives as SMCU. I also offer the best of my formal education, a collection of industry experience and access to a capable, consequential community network. I promise to bring a deep commitment to the work of the credit union as it moves forward in developing a more sustainable and competitive business model while remaining attentive to its co-operative principles.
I am passionate about being an active member of our local community and humbled by this opportunity to further my reach and give back to our community. My goal is to empower others in my community to reach their full potential. I’m excited to offer my talents, passion, work experience, skills and personal experience as an immigrant in this country to help SMCU towards their mission to give back and help educate their members through their principles.
I have held many leadership roles over my professional career. Currently, I serve on the Executive Board as the Treasurer for the Association of Latino Professionals for America (ALPFA) in Seattle. Through ALPFA and the multiple roles I have held such as Executive VP of Operations and VP of Programs, we have made considerable gains to help develop Latinos as leaders of their communities in the local and global market.
Furthermore, I bring over 10 years of combined work experience both in financial services and aerospace; currently I am a Procurement Financial Analyst at The Boeing Company leading the procurement efforts for the 777X program. Prior to this role, I held a position as a customer account manager overseeing over 100 customers located in the European and Russian regions. Before joining Boeing, I was a branch manager at Springleaf Financial Services, responsible for ensuring growth and establishing business relationships with new potential businesses and partners.
I would be honored to serve on the board of Seattle Metropolitan Credit Union to make a difference and help create opportunities and bridges that will enable and strengthen our communities to fulfill their dreams.
Seattle Metropolitan Credit Union’s commitment to serving diverse communities and developing internal diversity is why I enthusiastically present myself as a candidate to the board. My personal experience as a Costa Rican who grew up in an ethnically rich and culturally diverse community would greatly complement my professional skills in helping SMCU achieve its goals.
The challenges facing the immigrant community are diverse, and when combined with a lack of financial institutions willing or able to serve them, these challenges become insurmountable to many. I’ve learned how the right help, from the right people, is often enough to overcome such obstacles.
As a child, my mother relied on me to accompany her everywhere as a translator until she learned English. She was intelligent and capable, but banks serving our community made no effort to accommodate for her as they would others. Having experienced the difficulty of naturalizing in 2000, I am also pleased about SMCU’s citizenship financing loan program, and feel that I can empathize with the communities in which SMCU is seeking to expand.
For over 20 years, I have worked for companies both large and small, with a background in technology that would bring a new dynamic to the board. Currently, I partner with clients to address the challenges they face, and identify future challenges and opportunities. Our cooperation develops strategies and roadmaps for leveraging technology in preparing for their future.
Andrea Fall Zachary
It is an honor to be on this ballot. I have more than 10 years of experience in the financial services industry with specialization in institutional investing, trading and operations. As a result, I am uniquely qualified to understand the challenges that financial institutions are facing in this increasingly regulated industry.
I am a native Seattleite, born and raised in North Seattle. Prior to starting a career in finance, I was Director of the World Trade Center Seattle, where I engaged in corporate underwriting and public affairs. Prior to that, I served in the public sector as a press officer for United States Senator Slade Gorton.
I have extensive experience analyzing financial statements and have developed keen international insight as a result of living and working abroad. This will help me contribute to a shared understanding of the geo-political environment affecting the financial sector that is critical in making informed strategic decisions for SMCU. More importantly, it will help me ensure SMCU members are financially safe and sound – both now, and in the future.
I have served as your representative for the past year and would welcome the opportunity to continue to advocate on behalf of all SMCU members. It has been an honor to be able to combine my public sector and business expertise to help SMCU navigate government and private-sector regulatory framework. I want to help SMCU and its members further our collective goals, and I hope you will give me the opportunity to continue to put my experience to work for you! Thank you for your consideration.