SWACU Partnership Booklet DRAFT 3

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JOIN THE

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


What is the SWACU Partnership? IT’S AMAZING! 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.

WHAT IT’S NOT This partnership focuses on personal memberships, not business accounts. However, we do have DBA accounts for Sole Proprietorships

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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).


Some of our Partners you may recognize:

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

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Joining the SWACU Partnership is FREE! Our membership is exclusive, reserved only for a chosen group that becomes a part of the SWACU family.

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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

HOME LOANS Mortgage First-Time Homebuyer HELOC Home Equity Home Improvement

ONLINE BANKING Mobile App Bill Pay Transfers eStatements Alerts

ANNUAL EVENTS Shred Day Youth Month Fraud Awareness Month 12 Days of Christmas

COOL THINGS Daniel J. Kimber Scholarship Sponsorship Opportunities Financial Education Lunch & Learns GreenPath Financial Wellness Corporate Events

SHARED BRANCH 50,000+ ATMs 5,300+ Branches

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PARTNER

Office 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.

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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?

SAY HELLO!

WE’LL GET TO KNOW YOU.

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

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

COMPLETE A PARNER INTENT LETTER. 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.

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

SHARE THE GOOD NEWS WITH YOUR EMPLOYEES! 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.


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 X253

(214) 357-5577 X233

@SWACU

@SWACU

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2023 Business Development Results Month

Deposits from SEGs

Loans from SEGs

New Partner Accounts

Impressions

January

$670,802,159.19

$283,877,079.94

439

2,510

February

$662,560,785.34

$283,168,827.16

410

2,087

March

$663,003,872.41

$281,487,931.39

431

1,797

April

$659,615,148.06

$281,193,661.47

335

1,725

May

$671,893,073.85

$280,865,912.81

402

2,000

June

$667,676,336.05

$280,709,115.05

341

2,310

July

$655,207,793.17

$281,840,620.65

419

2,686

August

$641,197,687.12

$284,015,308.25

640

3,124

September

$640,532,945.41

$285,912,122.70

516

4,104

October

$629,710,085.28

$287,026,540.49

490

3,146

November

$621,436,987.28

$286,555,359.36

399

2,810

December

$623,825,771.72

$287,757,385.18

680

986

5,502

29,285

Total

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Example of 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.

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The easiest benefit to offer your employees. The SWACU Partnership is free. Get started today at businessdevelopment@swacu.org.


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