SAN JOSE, Calif. – Excite Credit Union is cutting the ribbon on its newest branch and headquarters.
The ribbon cutting for the branch, located on Bernal Road, will take place April 26 and will be attended by city officials, local businesses, nonprofits, and other partners.
California State Treasurer Fiona Ma will speak about CalKIDS and other unique state-wide savings programs. Diana Dystra, president and CEO of the California and Nevada Credit Union Leagues, will share remarks on the credit union difference and the impact Excite CU imparts on the local community.
The branch is the fourth for the CU and is located inside the building that is also to serve as its new headquarters.
The Bernal Branch team collectively boasts over 25 years of experience and seven different languages spoken, the credit union said.
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.
Excited CU is a CDFI, and has both a low-income and Juntos Avanzamos designation.
“The opening of the Bernal Branch is one facet of our ongoing commitment to the community,” said CEO Brian Dorcy. “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 the Excite Foundation said they 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.
“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.”
Added Dykstra, “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.”