SWACU Partnership Booklet 2024

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SWACU Partnership JOIN THE Here’s how it benefits your company and employees.

What is the SWACU Partnership?

I T ’ S A M A Z I N G !

The Southwest Airlines Federal Credit Union (SWACU) Partnership is a network of more than 250 local businesses in Texas and Arizona that prioritize the financial well-being of their employees and their communities.

SWACU partners enjoy an ongoing relationship with SWACU, and get the chance to extend credit union benefits and services to their employees and families, including:

Free credit union membership

Financial Literacy Seminars/Lunch & Learns

First to know about promotions & new products

Exclusive networking events, volunteer, and sponsorship opportunities

Customized marketing materials (flyers, emails, rack cards, and posters).

Social media recognition.

ABOUTUS

Foundedin1975. Weturn50in2025!

Justunder60,000members.

4branchlocations:Dallas,Euless, Houston,&Phoenix

Wehave116employees andcounting.

Closedmembership,excepttoour Partners,a.k.a.SelectEmployeeGroups (SEGs).

Wehave250+Partners(SEGs).

SouthwestAirlinesisourmostknown andlargestSEG.

W H A T I T ’ S N O T

This partnership focuses on personal memberships, not business accounts. However, we do have DBA accounts for Sole Proprietorships

$776Minassets(asof12/2023).

Not-for-profit Allprofitsreturnedto membersinformsofdividends 1
SomeofourPartners youmayrecognize: DALLAS(DAL)BRANCH 2430ShorecrestDr. Dallas,TX75235 EULESS(EUL)BRANCH 801W.EulessBlvd. Ste.104 Euless,TX76040 HOUSTON(HOU)BRANCH 8441GulfFreeway Ste.103 Houston,TX77017
4645E.CottonCenterBlvd. Ste.115 Phoenix,AZ85040 B R A N C H L O C A T I O N S 2
PHOENIX(PHX)BRANCH
Joining the SWACU Partnership is FREE! 3 Ourmembershipisexclusive,reservedonlyforachosen groupthatbecomesapartoftheSWACUfamily.

Products & Services

CHECKING

LUV Rewards

LUV Tunes

LUV Free Checking

SAVINGS

Membership Share

Term Share Certificates

LUV Fund Money Market

IRAs

LOANS

Auto/Refinance

Recreational Vehicles

Airplane

Personal/Signature

Secured

Line of Credit

Holiday

CREDIT CARDS

Platinum

Signature Rewards

ANNUAL EVENTS

Shred Day

Youth Month

Fraud Awareness Month

12 Days of Christmas

HOME LOANS

Mortgage

First-Time Homebuyer

HELOC

Home Equity

Home Improvement

ONLINE BANKING

Mobile App

Bill Pay

Transfers

eStatements

Alerts

COOL THINGS

Daniel J Kimber

Scholarship

Sponsorship

Opportunities

Financial Education

Lunch & Learns

GreenPath Financial Wellness

Corporate Events

SHARED BRANCHES

50,000+ ATMs

5,300+ Branches

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P A R T N E R

OfficeLocation

Theonlyrequirementisthatyour companyhasitsheadquartersora regional/districtofficewithin25miles ofoneofourbranchlocations.

NoCost

Connectyourstafftothebestfinancial benefitsintheregion,forfree!At SWACU,weputourmembersfirst.It’s whywechoosetoreturnourprofitsto ourmembers,notourshareholders

FinancialWell-Being

Wesupportlocalbusinessesontheir pathtoprovidingfinancialprosperityto theiremployeesbyprovidingeducation onpersonalfinance,goodmoney habits,credit,anddebtreduction.

EnjoyLunch&Learnopportunitiesor signupforpersonalizedtrainings-all freewhenyoubecomeapartner!

GiveBack

Wetakeprideinourroleasa communityleader,andwethinkyou willtoo!Joinusinourmissiontocreate adynamiccommunityoflocal businesseswhogoaboveandbeyond toinvestintheirstaff.

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Community Impact

Westrivetobetheconduitinour communities,connectingour Partnerswithoneanotherand discoveringpathwaystorealize theirpossibilities.

Weproudlyvolunteerwiththe NorthTexasFoodBank,Salvation Army,6Stones,andmanymore.

We’re ready. What’s next?

Let’s chat! Please send us an email at businessdevelopment@swacu.org and our team will reach out to you

We’ll ask you some questions to get to know you. Let’s meet in person

We’ll provide you with a template. You fill in the details and your company’s information. Sign it on your letterhead and mail it to us to process.

We’ll submit your application to NCUA for review and provide updates as we hear them.

provide you with cobranded marketing materials to distribute. It’s also the perfect time to set up the first on-site visit.

S A Y H E L L O ! W E ’ L L G E T T O K N O W Y O U .
C O M P L E T E A P A R N E R I N T E N T L E T T E R .
W A I T F O R P R O C E S S I N G .
S H A R E T H E G O O D N E W S W I T H Y O U R E M P L O Y E E S ! Once it’s
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official, we’ll
CHAIRE@SWACU ORG (214) 357-5577 X233 @SWACU CHERI HAIRE TASAGBA@SWACU ORG (214) 357-5577 X253 @SWACU TUOYO “T” ASAGBA MEET YOUR TEAM No matter how big or small your business may be, each is treated with the utmost respect and timely service. We can’t wait to work with you! SWACU BUSINESS DEVELOPMENT 8

2023BusinessDevelopmentResults

Month January February March April May June July August September October November December DepositsfromPartners $670,802,159.19 $662,560,785.34 $663,003,872.41 $659,615,14806 $671,893,073.85 $667,676,336.05 $655,207,793.17 $641,197,687.12 $640,532,94541 $629,710,085.28 $621,436,987.28 $623,825,771.72 LoansfromPartners $283,877,079.94 $283,168,827.16 $281,487,931.39 $281,193,66147 $280,865,912.81 $280,709,115.05 $281,840,620.65 $284,015,308.25 $285,912,12270 $287,026,540.49 $286,555,359.36 $287,757,385.18 NewPartnerAccounts 439 410 431 335 402 341 419 640 516 490 399 680 5,502 Impressions 2,510 2,087 1,797 1,725 2,000 2,310 2,686 3,124 4,104 3,146 2,810 986 29,285 Total: 9

ExampleofCustomMarketingforPartners

Weofferflyers,rackcardsandemailstocommunicatepartnership benefitsandhowtoopenanaccountatSWACU.

Partnersarenotifiedofupcomingpromotionsbeforeanyoneelse.

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TheSWACUPartnershipisfree. Getstartedtodayat businessdevelopment@swacu.org. Theeasiestbenefitto offeryouremployees.
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