At Excite Credit Union, we’re dedicated to supporting your business every step of the way. The Business Banking Team is here to offer personalized solutions and financial guidance tailored to your unique needs. Whether you're looking to optimize cash flow, explore new financing options, or streamline your banking processes, we're committed to helping your business thrive.
Thank you for choosing Excite Credit Union as your trusted financial partner. We look forward to working together to achieve your business goals.
Excite Credit Union is committed to supporting your business growth. Invest in your future with our Business Share Certificate, offering a 5.00% APY* on 6, 12, or 24-month terms.
TAILORED TERMS FOR YOUR BUSINESS GOALS 5.00% APY* / 4.88% Dividend Rate and Minimum Balance Requirement: $500
Open a certificate with as little as $500 and start earning more. *APY means “Annual Percentage Yield”. Terms and conditions apply.
Excite Credit Union’s Merchant Services, provided by Total Merchant Concepts, offer a seamless solution for managing your business transactions. From point-of-sale systems to mobile processing and e-checks, we provide the tools you need to streamline payments and grow your business.
Running a business is challenging but can be incredibly rewarding. To help ensure your business remains successful, focus on understanding your customers, managing your finances wisely, and building strong relationships with clients and partners. Embrace technology to streamline operations and invest in your team for long-term growth. Stay adaptable to industry changes and actively listen to customer feedback to improve your offerings. Plan for the future with clear goals and maintain a strong online presence. Don’t forget to utilize community resources, like Excite Credit Union’s financial products and support services, to bolster your business’s success.
Together, we can build a thriving business community.
HOW CAN I APPLY FOR A BUSINESS LOAN?
Applying for a business loan with Excite Credit Union is straightforward: 1. Gather Your Documents: Prepare financial statements, business plans, identification, and other documents like tax returns, bank statements, and personal financial information. Learn more about the documents you may need. 2. Apply: Visit our website, give us a call, or come into a branch and complete the loan application form.
3. Submit Your Application: Upload your documents and submit the application.
4. Review Process: Our team will review your application and may request additional information.
5. Approval and Funding: Once approved, you’ll receive the loan terms and funding details.
For assistance or questions, contact Excite’s Business Banking Team. We’re here to help you every step of the way.
Romondo McEachern, Director of Business Banking, recently won the prestigious 40 Under 40 Award from the Wilmington Chamber of Commerce. This award honors individuals under the age of 40 who exemplify exceptional leadership, innovation, and service within Brunswick, New Hanover, or Pender counties.
With over 12 years of experience in financial services, Romondo leads the Business Banking department at Excite Credit Union in San Jose, CA. Romondo and his team are passionate about empowering small business owners at every stage of their journey - from launching a startup to expanding and securing the capital needed to grow.
Before joining the Excite Credit Union Team, Romondo made his mark in the FinTech world. He managed a portfolio of 250 community banks, crafting strategic growth plans that transformed their digital strategies, boosted deposit growth, and attracted new clients.
If you're looking for expert guidance to help your business thrive, Romondo is here to help. Reach out to him today!
We were excited to see so many Members attend the WilmingtonBiz Conference + Expo on October 2. We hope you had a fantastic time meeting other attendees at Coffee & Connections, visiting some of the 100-plus exhibitors at the Expo Hall, networking at Career Connect, and expanding your knowledge through the Business Seminars. We hope you enjoyed #BizExpo2024 as much as we did!
*APY = Annual Percentage Yield.
Federally Insured by NCUA.
www.excitecu.org
Excite Credit Union, 151 Bernal Rd, San Jose, CA 95119, USA, 800.232.8669
