Skip to main content

Q4-2019 SWACU Newsletter

Page 1

T H E S WA C U N E W S L E T T E R G R O U P

HAVE YOU HEARD? Many of you may have read last quarter that SWACU has a new President/CEO. My name is Cynde Jones and I’ve been working in the Credit Union industry since 1993. I have been with Southwest Airlines Federal Credit Union since 1996. I started as the Member Service Supervisor and served in many areas at various levels over the 24 years at SWACU. I guess you can say I grew up here. This experience provides a unique perspective on what we do well and where we can still improve. As I shared with our staff recently, I am here to serve PEOPLE. That means our internal credit union staff and YOU, our members. We already have great products, services and rates (how about that 4% checking

F A L L   2 0 19

account?). We have a wonderful, caring and flexible staff. We know that service and great products are what set us apart from our BIG BANK competitors. We will never stop striving to make these areas even better. Over the past many years, we have implemented suggestions from our members on how we can be even better. We appreciate the feedback we receive and take the trends of information very seriously. In coming months and years, you will begin to hear where we plan to improve technology so that our amazing members all over the country (and, in some cases, all over the world) can have enhanced access to their credit union. We will also begin to share staff highlights so you can put a face with a name. Product and service highlights are coming so you can learn more about what folks love about SWACU. Member spotlights will take shape with testimonials about what SWACU has meant to their families.

It is my hope for you to learn more about us and see how we are making positive changes. We will continue to demonstrate our desire to care for PEOPLE and improve your experience no matter where you live and work. AT A GLANCE STATEMENT OF CONDITION FINANCES AS OF AUGUST 31, 2019 TOTAL LOANS

$432,593,233

TOTAL ASSETS

$582,023,722

TOTAL DEPOSITS

$511,312,839

TOTAL MEMBERS

56,887

1


SWACU 2019 We will hold our Annual Meeting at 5:15 p.m. on Thursday, December 12, 2019. The Annual Meeting will be held at Southwest Airlines Federal Credit Union which is located at 2430 Shorecrest, Dallas, TX 75235. This year there are three positions open for election on the Board of Directors. The Nominating Committee, appointed by the Chairman of the Board of Directors, has nominated one member for each Board position to be filled. N O M I N E E

N O M I N E E

N O M I N E E

Melissa Chalupa

Carla Caisse

Barry has served on the SWACU Board

Melissa opened an account with

Carla has worked in a variety of roles

of Directors as Vice Chairman and

Southwest Airlines Federal Credit

during her 39 years of service with

the Supervisory Committee Chairman

Union over 20 years ago. Her journey

Southwest Airlines. She currently serves

for over 40 years. Mr. Bursey retired

with Southwest Airlines started at the

as a Southwest Flight Dispatcher and

from Southwest Airlines in 1999 after

Baltimore ticket counter, and brought

works in the Network Operations Center.

24 years of service. He then began a

her to Headquarters in 2001. Along with

Mrs. Caisse was honored to receive the

second career with US Department of

years of operational experience, Melissa

Southwest Airlines’ President’s Award from

Homeland Security and retired again

has a natural focus for Customer Service

Herb Kelleher and Gary Kelly in 2007.

in 2016 after 13 years. Mr. Bursey is

and a genuine curiosity about all things.

Mrs. Caisse has been a member of

committed to the continued success of

Melissa looks forward to working with

Southwest Airlines Federal Credit Union

Southwest Airlines Federal Credit Union

the Board, ensuring Southwest Airlines

since her March 1980 hire date. Carla is

and its membership. Barry is married

Federal Credit Union continues the

married and makes her home in Irving,

to Barbara Bursey, who retired from

course of growth and financial success.

Texas along with her husband Steve.

Barry Bursey

Her family includes a son and daughter,

Southwest Airlines in 2004 after 21 years of service.

Mark your calendars

and two adorable grandchildren. In addition

DEC

12

to traveling, Carla loves to spend time with her family and friends.

ANNUAL MEETING

Further nominations may be made by official petition signed by 500 eligible members. Official petitions and the rules and instructions for the completion of the official petition may be obtained by contacting Carol Hughes, Executive Assistant, at the Credit Union home office which is located at 2430 Shorecrest, Dallas, Texas 75235, between the hours of 9 a.m. and 4 p.m. Monday through Friday. Official petitions must be completed in full compliance with the election rules as set forth in the rules and instructions for the completion of the official petition and must include each signer’s signature and printed name, the last 4 digits of the signer’s member number, and the signer’s complete address and telephone number. Members who are 18 years of age or older and who meet certain requirements under the Federal Credit Union Act and the Bylaws of Southwest Airlines Federal Credit Union are eligible for election. Official petitions must be accompanied by a signed statement from the nominee that he or she is agreeable to the nomination and will accept office if elected and should also include a brief statement of qualifications and biographical data. Elected officials are legally responsible for the fiscal integrity of the Credit Union and for compliance with State and Federal laws. Official petitions must be filed with the Secretary of the Board of Directors at the Credit Union home office which is located at 2430 Shorecrest, Dallas, Texas 75235, by 4:00 p.m. on October 28, 2019 which is the closing date for receiving nominations by petition. If no official petitions are received by 4:00 p.m. on October 28, 2019, there will be no election by ballot and no nominations from the floor. When only one member is nominated for each position to be filled, each nominee shall be deemed elected by general consent or acclamation. If there is more than one nominee for any position, the election shall be by mail ballot and the Secretary of the Board of Directors shall cause printed ballots to be mailed to members eligible to vote. In such event, the election shall be determined by plurality vote.

2


Don’t let your Credit or Debit Cards be compromised by

fra-fra-fra-fra-fra-fra-fra-fraud!

You’ve heard of hunting season, right? Well, the holidays are fraudsters “hunting season.” While you are wanting to enjoy the season of giving, parties, family, and friends, don’t let it be interrupted with a compromised Debit or Credit Card! These simple tips can help keep your cards fraud-free!

WHEN TRAVELING...

Always contact SWACU if you are traveling outside of your normal geographic footprint. Visit swacu.org, under the Manage menu, review the “Fraud Protection” page to ensure you are not traveling to a country where your cards will be blocked. This would also include your home and mobile banking login. This is done to protect you and your money.

IT MUST BE FALL @ SWACU

So Fe ut der h al w es C tA re ir dit lin Uni es on

Use your CHIP or PIN as much as possible. ONLINE SHOPPING...

Make purchases with trusted merchants. Saving your credit and debit card information on a merchant website can increase your chances of fraud. Don’t click on untrusted pop-ups.

IN-PERSON SHOPPING...

Don’t let merchants (not including restaurants) take your debit or credit card out of your sight. Cover the keypad when entering your PIN. Be mindful of those around you.

CARD ALERTS...

Sign-up for alerts through SWACU Home or Mobile Banking for all your debit or credit

Can pumpkin awesome Credit Cards give you s’more benefits?

cards. Alerts can help catch fraud much quicker than finding unauthorized charges later.

SCAMS...

Always remember, know exactly who you are speaking with on the phone or through email. If you suspect you are being scammed, do not give out any information. If you have been called and are being asked for personal/confidential information from a company you have a relationship with, inform them that you will call them back. Locate the number from their official website and call that number, not one provided to you by the person on the phone.

GET AN AUTO LOAN

We’ll donate

C HARITIE S INCLUDE:

to Charity!

Apply today! swacu.org/visacreditcards CERTAIN RESTRICTIONS APPLY. RATES SUBJECT TO CHANGE.

Offer ends 12/31/2019

When you finance a new or used auto loan at SWACU, we’ll then donate $20 to one of the five selected charities of your choice. For complete details, visit www.swacu.org/rates.

KIDD’S KIDS | AMERICAN RED CROSS | SALVATION ARMY RONALD McDONALD HOUSE | MAKE-A-WISH FOUNDATION

3


UPCOMING

HOLIDAY

CLOSINGS

OCT

14

NOV

11

Columbus Day

DALLAS HOUSTON PHOENIX EULESS

2020 DANIEL J. KIMBER SCHOLARSHIP PROGRAM

ATTENTION 2020 HIGH SCHOOL SENIORS! Mark your calendars! We will begin accepting applications for the Daniel J. Kimber Scholarship on January 1, 2020. For more information, visit www.swacu.org/scholarship.

NOV

28

Veterans Day

DEC

24

JAN

25

Christmas Holidays

29

Thanksgiving Holidays

1

New Years Day

800-262-5325

CHRISTMAS ACE Teaching your children the value of giving

FIND US,

@SWACU

DAYS OF CHRISTMAS

IS BACK!

WWW.FACEBOOK.COM/SWACU

Take us with you! WWW.SWACU.ORG/COOP

With 5,000+ locations across the country, it won’t matter if you’re on a family vacation or your baby is headed off to college. Discover the convenience and benefits of our CO-OP Shared Branching.

FEDERALLY INSURED BY NCUA

SWACU is bringing back the 12 days of Christmas! Starting December 12, 2019, you can enter DAILY for a prize to be announced the following business day. Prizes will be awarded each business day until December 21st, and you can nominate someone who deserves to win this year’s grand prize of $500! This can be a friend or family member who you believe deserves a little something extra this holiday season. Look on our FB page on the lefthand side and click on the “12 Days of Christmas” Tab. All submissions for the daily and grand prizes can also be entered through alternative means. Stay tuned for more details!

Calling all Ace of Savings Club Members! We are gearing up for the season of giving! This provides a great opportunity to do a little Sharing with those who are less fortunate. We would love to see how you are Sharing with others this coming holiday season! Email your photos and stories directly to Ace at ace@swacu.org!

0-12

Find out more at

Youth must have a parent or guardian joint on the account. Membership qualification & eligibility apply.

4


Turn static files into dynamic content formats.

Create a flipbook
Q4-2019 SWACU Newsletter by SWACU - Issuu