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Excite Business Newsletter - Winter 2025
STAY ENERGIZED & FOCUSED WITH EXCITE’S BUSINESS BANKING TEAM.
This winter, stay energized and focused with Excite’s Business Banking Team. • Navigate the complexities of business banking with confidence. • Kickstart your business growth with our innovative financial solutions. • Enjoy personalized, Member-focused service. Thank you for making us your trusted financial partner. Together, we’ll keep your business thriving and moving toward your goals!
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INVEST FOR THE FUTURE WITH A BUSINESS SHARE CERTIFICATE
Time is on your side when you invest in a Business Share Certificate. Choose your term, lock in a great rate, and watch your money grow—predictably and consistently. • Open a Certificate with as little as $500. • Earn 4.00% APY* / 3.925% dividend rate. • Pick your term—6, 12, or 24 months. • Let your money work for you! *APY=Annual Percentage Yield
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TEAM MEMBER SPOTLIGHT LUIS ROMERO Senior Business Banking Advisor
Luis Romero plays a pivotal role in Excite’s mission to empower small businesses to achieve their goals. With over a decade of experience in the financial services industry, Luis brings expertise and dedication to his role as Senior Business Banking Advisor. Previously, Luis served as a Mortgage Loan Originator and a Member Relationship Manager at Excite, where he gained a deep understanding of the financial needs of both individuals and businesses. Throughout his career, he has worked tirelessly to help clients achieve their financial goals by oering tailored solutions in cash management, lending, and merchant services. “I’m passionate about helping businesses succeed and thrive,” said Luis. “I take pride in providing personalized advice and financial tools that make a real dierence in the lives of our business members.”
10 TIPS TO PREPARE FOR THE UNEXPECTED
BE PREPARED FOR THE UNEXPECTED Discover how to take proactive steps to be ready in the event of a disaster! Read the Excite blog: 10 Tips to Prepare for and Navigate Natural and Technological Disasters.
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BUSINESS SPOTLIGHT BEACH BABES & BUCKETS CARLEN BRINSON
Meet Carlen Brinson, CEO of Beach Babes & Buckets, a residential cleaning company in Wilmington, North Carolina! An Excite Member for the past three years, Carlen greatly appreciates the personalized customer service she receives, saying,“My experience has been nothing short of extraordinary.” Carlen first learned about Excite when she was in the process of buying a car from a local dealership. “[They] introduced me through amazing interest rates that just couldn't be beat,” she said. Since then, Carlen has opened both business and personal accounts. “Excite Credit Union stands out above other financial institutions because of their personalism and professionalism,” she said. “Any problem that arises, they handle it like you’re a part of their family, not just another client in the business.”
YOUR FINANCIAL PARTNER VISA® BUSINESS CREDIT CARD
Get the card designed with your business in mind—and earn money back on the everyday purchases that power your success. • 1% cashback points from all net purchases • Monthly paid rewards • Up to $30,000 credit limit • Complimentary insurances (roadside dispatch and auto rental) • 24/7 Visa® anti-fraud protection • Unauthorized transactions voided if your card is lost or stolen *APR=Annual Percentage Rate. Rates subject to change. Terms and conditions apply.
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Excite Credit Union, 151 Bernal Rd, San Jose, CA 95119, USA, 800.232.8669

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