Throughout 2018, a task force from WBA’s Government Relations Committee has been working on strategic planning for our advocacy efforts. We are pleased to share one of the first of many concepts they are introducing: the Advocacy Officer. We highly encourage your participation by designating a volunteer staff member within your institution to fulfill this role. A list of suggested duties for this volunteer is below, but the person should be one you can trust to coordinate legislative efforts within your bank by working with state, local, and the federal government officials as well as WBA.

The list of suggestions may seem daunting at first glance; the reality is that WBA will be working side-by-side with the Advocacy Officer every step of the way to make it as easy as possible for your bank to defend the banking industry with this voluntary role.

The Advocacy Officer coordinates legislative efforts for the bank by working with state, local, and federal governments as well as the Wisconsin Bankers Association and other state or national trade groups. They help the organization meet legislative goals by creating policy proposals and working with the Government Relations Committee of the WBA. As part of the job, the Advocacy Officer may perform research, manage internal and external communication, and contact various legislators and media outlets. The Advocacy Officer may be asked to serve on the Government Relations Committee of either the State or National trade associations.

Thanks go out to GRC Chair Jeff Schmid, Fox River State Bank, Burlington, and the other members of the GRC Task Force for their work in developing this voluntary position.

Suggested Duties & Responsibilities:

  • Be registered with the Wisconsin Bankers Association as the Advocacy Officer for the bank.
  • Keep informed of legislative and governmental issues that impact both the bank and the banking industry.
  • Assist in carrying out the WBA GRC Strategic Plans.
  • Communicate quarterly with the bank’s Board of Directors and Officers on state, local, and national issues impacting the industry.
  • Coordinate at least one “Take Your Legislature to Work” event annually.
  • Participate in the annual Capitol Day hosted by the Wisconsin Bankers Association.
  • Coordinate annual fundraising activities for the WBA’s ABW and Wisbank PAC for the bank’s Board of Directors, Officers, and Employees.
  • Contact both state and federal legislators on emerging issues and encourage other bank personnel to do the same.
  • When possible, attend events hosted by/for state and federal legislators and effectively communication issues impacting the banking industry. This may include fundraisers, town hall meetings, meet and greets, etc.
  • Provide data and research to state and national trade associations on the impact regulations have on the bank.
  • Be the liaison within the bank for communication of WBA advocacy actions and initiatives to bank officers and board. Any other duties as assigned by the President/CEO.

If you have any questions regarding this voluntary role, contact WBA’s Jon Turke via email.