JOIN THE
SWACU Partnership Here’s how it benefits your company and employees.
❤
swacu.org | DAL + EUL + HOU + PHX =
What is the SWACU Partnership? IT’S AMAZING! The 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 members, including:
Free credit union membership. Financial Literacy Seminars/Lunch & Learns. First to know about promotions & new products. Exclusive networking events, volunteers, and sponsorship opportunities. Customized marketing materials (flyers, emails, rack cards, and posters). Social media recognition.
WHAT IT’S NOT This partnership focuses on personal memberships, not business accounts. However, we do have DBA accounts for Sole Proprietorships
SOME OF OUR PARTNERS YOU MAY RECOGNIZE:
About Us Founded in 1975. We turn 50 in 2025! Just under 60,000 members. 4 branch locations: Dallas, Euless, Houston, & Phoenix. We have 116 employees and counting. Closed membership, except to our Partners, a.k.a. Select Employee Groups (SEGs). We have 250+ Partners (SEGs). Southwest Airlines is our most known and largest SEG. Not-for-profit. All profits returned to members in forms of dividends. $776M in assets (as of 12/2023).
BRANCH LOCATIONS
PHOENIX (PHX) BRANCH 4645 E. Cotton Center Blvd. Ste. 115 Phoenix, AZ 85040
DALLAS (DAL) BRANCH 2430 Shorecrest Dr. Dallas, TX 75235
EULESS (EUL) BRANCH 801 W. Euless Blvd. Ste. 104 Euless, TX 76040
HOUSTON (HOU) BRANCH 8441 Gulf Freeway Ste. 103 Houston, TX 77017
Joining the SWACU Partnership is FREE!
The SWACU Difference As a credit union (not a traditional bank), there are only a few select ways that people can become members of the SWACU family. The primary way is through the SWACU Partnership.
Products & Services CHECKING LUV Rewards LUV Tunes Free Checking Go.Money Teen
SAVINGS Membership Share Term Share Certificates Money Market IRAs Ace of Savings (Youth)
LOANS Auto/Refinance Recreational Vehicles Airplane Personal Secured Line of Credit Holiday
CREDIT CARDS Platinum Signature Rewards
HOME LOANS Mortgage First-Time Homebuyer HELOC Home Equity Home Improvement
ONLINE BANKING Mobile App Bill Pay Money Mover/Transfers Budgeting eStatements Alerts
ANNUAL EVENTS Shred Day Youth Month Fraud Awareness Month & More
COOL THINGS Daniel J. Kimber Scholarship Sponsorship Opportunities Financial Education GreenPath Financial Wellness We bring goodies
SHARED BRANCH 50,000+ ATMs 5,300+ Branches Shared Branching
PARTNER
HQ Location The only requirement is that your company has its headquarters or a regional/district office within 25 miles of one of our branch locations.
No Cost Connect your staff to the best financial benefits in the region, for free! At SWACU, we put our members first. It’s why we choose to return our profits to our members, not our share holders.
Financial Well-Being We support local businesses on their path to providing financial prosperity to their employees by providing education on personal finance, good money habits, credit, and debt reduction. Enjoy Lunch & Learn opportunities or sign up for personalized trainings - all free when you become a partner!
Give Back We take pride in our role as a community leader, and we think you will too! Join us in our mission to create a dynamic community of local businesses who go above and beyond to invest in their staff.
Community Impact We strive to be the conduit in our communities, connecting our Partners with one another and discovering pathways to realize their possibilities. We proudly volunteer with the North Texas Food Bank, Salvation Army, 6 Stones, and many more.
We’re ready. What’s next?
SET UP A MEETING WITH YOUR DESIGNATED BUSINESS DEVELOPMENT REPRESENTATIVE
FILL OUT THE QUESTIONIARE BELOW
Let’s chat! You’ll likely be working with Tuoyo or Cheri already. However, if you haven’t been talking to someone, no worries! Send us an email at businessdevelopment@swacu.org to get started.
At SWACU, you’re not just a number. We look forward to get to knowing you, your business, and your employees. This helps us get one step closer.
COMPLETE A SEG INTENT LETTER
WAIT FOR PROCESSING
SHARE THE GOOD NEWS WITH YOUR EMPLOYEES
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.
Once it’s official, we’ll provide you with cobranded marketing materials to distribute. It’s also the perfect time to set up the first on-site visit.
Congrats on becoming a SWACU Partner! We’re dedicated to creating a unique experience at SWACU for you and your staff. Below is a quick checklist to get started with your Business Development Representative so we can tailor our partnership to match the needs to you and your employees. Let’s go!
CONTACT
Primary Contact: Best method?
Phone
Contact details:
Phone:
Text
Set up a meeting, please! Email:
How often would you like to be contacted?
Semi-annually
Quarterly
Monthly
As Needed
Secondary Contact:
May we send you promotional & educational materials about SWACU?
Yes
No
Can we welcome you through our website, social media and in branches?
Yes
No
Can we use your logo on materials for your staff?
Yes
THE DETAILS
What is the best way to get information to employees?
Can you provide an .eps?
No Email
Payroll insert
Posters
Do you have space in your employee break room(s) for SWACU promotional posters?
Yes
No
Other
Yes
No
If yes, please indicate the sizes and quantities needed: SIZE: 8.5 x 11 in QTY:
SIZE: 11 x 17 in QTY:
Do you hold New Employee Orientations or seminars?
SIZE: 18 x 24 in QTY: Yes
No
OTHER:
May we attend?
Yes
No
How often (if any) are your employee benefit fairs? Can we provide you with membership & promotional materials during employee events? Are you interested in a FREE Lunch & Learn series for your staff? If yes, what topics are you interested in?
Basic budgeting
Yes
No
Yes
No
Frequency?
1st Time Car Buying
Mortgages
Any
Custom Marketing for Partners We offer flyers, rack cards and emails to communicate partnership benefits and how to open an account at SWACU. Partners are notified of upcoming promotions before anyone else.
MEET YOUR TEAM SWACU BUSINESS DEVELOPMENT
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!
TUOYO “T” ASAGBA
CHERI HAIRE
TASAGBA@SWACU.ORG
CHAIRE@SWACU.ORG
(214) 357-5577
(214) 357-5577
@SWACU
@SWACU
The easiest benefit to offer your employees. The SWACU Partnership is free. Get started today at businessdevelopment@swacu.org.
Financial Literacy Classes SWACU Offers Basic Budgeting Staycations & Not Spending a lot of Money Improving Home Value Without Spending a Fortune Home Repairs & Working with Insurance Credit Cards 101 Building Credit Rebuilding Credit Increasing Your Credit Score Paying off Debts Fraud Prevention Basic Financial Planning Managing Money Banking 101 Leadership & Money College Planning Estate Planning Financial Planning for Teens and Young Adults Money for Kids Planning for Long-Term Care Retirement Basics Retirement Income Planning Social Security Side Gigs as Supplemental Income How to Teach Your Kids About Money Senior Financial Scams: Protect Your Loved Ones Identity Theft: What Happens Next?
Becoming a Partner 1
Submit a Letter of Intent Express you interest in joining The SWACU Partnership, on behalf of your company.
2
Give us a Little Time to Process Our team will review your request and process your application. Once we have confirmation, we will let you know you are approved!
3
Enjoy Ongoing Relationship with SWACU We will get to know your staff, bring staff free lunches and educational materials, and touch base as often as you desire. From this point forward, your employees will enjoy full access to the credit union.
Business Development Roles Build strategic partnerships with individuals and companies. Networking dedicated to driving business. Create a fun, non-judgemental and approachable environment. Be passionate and involved in the community. Lead Chamber memberships while maximizing investment.
Training Our Frontline Staff 1
What We Do The Business Development Team puts out a quarterly newsletter on what we have done. THis includes how many new Partners we brought on, how much business was generated and events we held. We hosted trainings with our branches to talk with them about what we do, provide updates, receive feedback and more.
2
Opportunities The Business Development team shares event and networking opportunities with all frontline staff. We even provide training on effective ways to network.
3
Shadowing The Business Development team gives everyone at SWACU the opportunity to shadow them at any time to better understand our role and how we drive business into SWACU.
Maximizing our Chamber Investments The Business Development Team is dedicated to maximizing visibility, outreach and partnership with each of our Chambers. Business Development is focused to ask for more and generate impactful results from our Chamber Investments. Asking for additional benefits to ensure return of investment. Exploring unique ways to gain further exposure. Obtaining and presenting Partnership benefits. Transparent expectation communication with Chambers. Sharing goals and initiatives with Chamber staff. Maximizing engagement to build genuine, mutually beneficial relationships. Branch staff engaged with Chamber, by attending event
2023 Business Development Results Month
Deposits from SEGs
Loans from SEGs
New Partner Accounts
New Partners
Impressions
January
$670,802,159.19
$283,877,079.94
439
0
2,510
February
$662,560,785.34
$283,168,827.16
410
1
2,087
March
$663,003,872.41
$281,487,931.39
431
1
1,797
April
$659,615,148.06
$281,193,661.47
335
0
1,725
May
$671,893,073.85
$280,865,912.81
402
1
2,000
June
$667,676,336.05
$280,709,115.05
341
0
2,310
July
$655,207,793.17
$281,840,620.65
419
1
2,686
August
$641,197,687.12
$284,015,308.25
640
0
3,124
September
$640,532,945.41
$285,912,122.70
516
0
4,104
October
$629,710,085.28
$287,026,540.49
490
1
3,146
November
$621,436,987.28
$286,555,359.36
399
0
2,810
December
$623,825,771.72
$287,757,385.18
680
0
986
5,502
5
29,285
Fighting Fraud
I want to learn about Maximizing Savings Banking on the Go
Your money, with confidence.
❤
(800) 262-5325 | DAL + EUL + HOU + PHX =
*Financial education classes offered through SWACU. Visit swacu.org for more information. Insured by NCUA.
Strategies to Save
I want to learn about Banking as a Couple Fraud Protection
No judgment, financial education.
❤
(800) 262-5325 | DAL + EUL + HOU + PHX =
*Financial education classes offered through SWACU. Visit swacu.org for more information. Insured by NCUA.
Judgment-Free Financial Education No matter where you’re at in your financial journey, take advantage of these free resources to make your goals happen. Learn at your own pace, on your own terms. Services Financial counseling Improving credit scores Buying your first home Student Loan counseling Many more
Resources Worksheets Webinars & workshops Articles & education Calculators Tips & Advice
SCAN ME
*GreenPath Financial Wellness is offered to SWACU members for free. Visit swacu.org for more information and full details. Insured by NCUA.