Excite Credit Union Opens Headquarters and New Branch in South San Jose
April 16 2024 - 8:45AM
Excite Credit Union proudly announced the official ribbon-cutting
for its newest branch on Bernal Road, San Jose, will take place
April 26. The event will be attended by city officials, local
businesses, nonprofits, and other partners. Notably, California
State Treasurer Fiona Ma, CPA, will speak about CalKIDS and other
unique state-wide savings programs. President and CEO of the
California and Nevada Credit Union Leagues, Diana Dykstra, will
share remarks on the credit union difference and the impact Excite
CU imparts on the local community.
The new Bernal Branch is currently open and serving credit union
members. It is the fourth Excite CU branch in San Jose, located in
the same building as their California headquarters. The Bernal
Branch team collectively boasts over 25 years of experience and
seven different languages spoken. Members are greeted with a
welcome kiosk and state-of-the-art monitors showcasing the latest
offerings. Products include personal checking and savings accounts
with no monthly maintenance fees, small business loans,
credit-building tools, retirement planning, and more.
Unique across the Bay Area, Excite is a Community Development
Financial Institution (CDFI), Low Income Credit Union (LICU), and
Juntos Avanzamos-designated. “The opening of the Bernal Branch is
one facet of our ongoing commitment to the community,” said Brian
Dorcy, CEO of Excite CU. “We are uniquely positioned to serve the
underserved and those who are unbanked or credit invisible, while
continuing to support legacy members who are part of our 70-year
history in San Jose.”
Excite Credit Union and Excite Foundation have partnered with
the State Treasurer’s Office to promote the California Kids
Investment and Development Savings program (CalKIDS), which
provides eligible low to moderate-income public-school students
with up to $1,500 in a college savings account. CalKIDS is
administered by the ScholarShare Investment Board (SIB), a state
agency chaired by State Treasurer Fiona Ma.
“We collaborate with organizations like Excite to reach and
inform families of these programs,” said Treasurer Ma. “Savings
Programs for Individuals allow Californians to proactively plan and
save for their futures. More than 300,000 CalKIDS accounts have
been claimed thus far, and that number is growing.”
Dykstra added, “For a financial institution to be so imbedded in
their community that they’ve build trust, rapport and capacity for
families, schools and other agencies is a great testament to
Excite’s mission and values.”
About Excite Credit UnionExcite Credit Union is
a member-owned and community-oriented not-for-profit financial
cooperative. Their mission is to give everyone the chance to build
a stronger financial future. With branches in California and North
Carolina, Excite offers a full range of banking for individuals,
businesses and organizations. Excite is also the only credit union
based in Santa Clara County designated as a Community Development
Financial Institution (CDFI), Low Income Credit Union (LICU), and
Juntos Avanzamos member of the Inclusiv network. These designations
reflect the credit union’s ongoing commitment to serving
low-to-moderate income households, entrepreneurs and immigrant
communities with fair and safe deposit and loan products. For more
information, please visit www.excitecu.org/community.
Media Contact:
Nina Cole408-979-3653ncole@excitecu.org