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EXCITE IS THE COMMUNITY'S CREDIT UNION

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COMMUNITY RELATIONS

Our Purpose - We give everyone the chance to build a financially stronger future, so together we can build a stronger community.
BECOME A MEMBER

COMMUNITY RELATIONS TEAM

Sarah Stone
Director of Retail Experience
910.793.2223
NC Racine Branch
Dora Beyer
Community Relations Manager
408.357.3672
CA Quetzal Gardens Branch
John Hogan
Community Relations Vice President
406.666.8474
CA Office

WHY WE SERVE
We believe in equitable financial access, education and inclusion.

A COMMUNITY-ORIENTED CREDIT UNION

  • Member-Owned Cooperative
  • 24/7 Online and Mobile banking access
  • Not-for-profit 501(c)(3) Organization
  • Unique designations: CDFI, LICU, Junatos Avanzamos
  • Co-op network of shared credit union branches
  • Serving local communities with Branches in San Jose, CA & Wilmington, NC
  • 30,000+ Surcharge-free ATMs nation-wide


Who we support

We provide services to historically underserved populations including low income households, small businesses & entreprenerus, non-profit orgs, immigrants, refugees and foster youth.

How we contribute

Our impact in the community involves: providing financial literacy, financial coaching and online resources, offering special accounts, partnerships with nonprofits, access to the College in My Future program and the Excite Foundation.

Our staff  participates in several volunteer opportunities a month in both CA and NC.


COMMUNITY RESOURCES

Financial Literacy

We offer virtual and in-person workshops on topics such as:
  • The Importance of Being Banked
  • Scams, Fraud & Alternative Services
  • Saving and Budgeting
  • Credit and Debt Management
  • Employment Tax Forms
To schedule a presentation for a group, please email CR@excitecu.org.

Financial Coaching

Individualized advising through BALANCE with coaches who speak Spanish. Call 888-456-2227 and state the nonprofit partner you’re affiliated with. Free to Excite members and nonprofit affiliates. Topics coaches can discuss include: creating a budget, debt management, credit report review, home ownership education, fraud and identity theft solutions.
Start Learning

SPECIAL ACCOUNTS

YOUTH SAVINGS
Use this account to build up an early safety net and watch it grow.
YOUTH CHECKING
Has a choice of user-friendly services that makes money management easy.
STEP UP SAVINGS™
Helps accelerate savings and makes it more likely for young people to access higher education.
Fresh Start
A second chance checking account because everyone deserves a do-over.

FINANCIAL RESOURCES

BALANCE
For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.
Banzai
We care about your financial wellness. Banzai provides resources to help with your fiscal matters.
SavvyMoney
If credit scores tell a story, what would yours say about you?
SAMMY RABBIT
Financial literacy through songs, stories, and a rabbit named Sammy!

Excite Foundation

We exist to enhance the lives of people living in the communities served by Excite Credit Union. We will do this by primarily focusing on Children’s Savings programs and standing ready to support disaster relief when needed.
Visit our Foundation website

Volunteering

Our team members support food distribution, career coaching, youth mentoring and more in out communities through volunteering our time!
Excite President/CEO Brian Dorcy and Community Relations Manager Dora Beyer join volunteers distributing food at La Plaza’s Mercadito at Mexican Heritage Plaza in San Jose, California.
Event in CA

COMMUNITY PARTNERS

We partner with nonprofit organizations and schools to reach community members in need.

SPECIAL DESIGNATIONS

Service Areas

Excite Credit Union’s financial services are available to those who live, work or worship in the following counties:

California - Alameda, Monterey, San Francisco, San Mateo, Santa Clara, Santa Cruz
North Carolina - Brunswick, New Hanover, Pender

Join our community

Getting a membership with us isn't a transaction - it's a friendship, a partnership, a neighborhood-wide collab, a life-long pursuit of better, for you, me, us, them, and everyone else we hang out with in life.