Information and History 3.
Internship Requirements 4.
Professional Development Overview 5.
Committee Descriptions 6.
Teaching Financial Literacy Decal 7.
Meet the Interns
President VP of Professional Development Community Outreach Director IT director VP of Operations VP of Finance Public Relations Director Committee Directors Recruiting *Marketing Director *Human Resources Director *Member Services Director • • • • • • • Felicity Tang Wenyi Chin Akash Patel David Wu Melissa Zhang Ben Hu Jacob Markus • • • Eunice Lam James Wang Tram Nguyen
Student Financial Advisory Committee (SFAC) • Student organization that manages CUBS Credit Union for Berkeley Students, Faculty and Staff (CUBS) • Previously located in Lower Sproul
• Like a ‘small bank’ • The major difference between a bank and a credit union is that a credit union is
• Non-profit: lower interests on loans, higher interest on account
(Credit Union for Berkeley Students, Faculty and Staff) • Serving primarily students (~2000) • • Moving to Sather Lane Started by students in the 1970s until it became incorporated by the Cooperative Center Federal Credit Union (CCFCU) Financial institution Credit Union vs banks CUBS SFAC student group
Credit Unions in the US • • ~ 92 million in the US are CU members ~ 8,200 credit unions Cooperative Center Federal CU (main branch) • On Ashby and Adeline
• • • Hands-on experience as a teller
hours/week Operations training, quizzes/tests
• Get experience working on projects that interest you • General meetings Wednesday 7-8 pm (
hour) • Committee meeting TBD after recruitment (
• • • • • • • Interacting with Members Opening and Closing Accounts Depositing checks Debit card applications Running background checks Shared Branching Using New Technology and Software
• • • • • • • • • • Real Internship Experience Hands-on Experience Running a Business Personal and Professional Etiquette Resume/Cover Letter Critiques Internal Workshops Mock Interviews Mentorship Program Career Panels Haas Application Workshop Networking with Alumni and Professionals
• One of the highest Haas acceptance rates • Case competition wins •1 st •1 st •1 st •1 st •1 st •1 st •1 st •1 st Place, 2012 Google Case Comp Place, 2012 Deloitte Consulting: Business Technology Case Place, 2012 Pratham USA Social Media Case Place, Finalist, 2011 Yelp-ZS Associates: Business Development Case Place, 2011 Altria Marketing Case Place, 2011 ZS Associates: Pharmaceutical Consulting Case Place, 2011 Deloitte Consulting: Human Capital Consulting Place, 2011 Ernst & Young: “Your World, Your Vision” Case •1 st •1 st Place, Finalist, 2010 Ernst & Young: Strategy Consulting Case Place, 2010 Rothstein Kass: Hedge Fund Accounting Case •Finalist, 2010 FTI Consulting: Litigation Consulting Case • Recruitment success
• Increase awareness of CUBS as Cal’s only financial institution • • Promote CUBS and SFAC events on campus Continue to establish SFAC as a respectful and unique student group
• Market Research • Brochure • Promote webisodes • Posters/ updates on social media • Communicate with local business to get promotions
•Manage projects that deal with our members. •Maintain branch functions and inventory. •Develop customer relations and satisfactions.
Projects: •Bi-annual newsletter •Members Appreciation Week •Caller's Day •Grand Opening
•Socials •Beginning of Semester Retreat •Alumni Relations •End of Semester Banquet •Recruitment •Who we're looking for - active, fun individual with great ideas and who is able to take initiative
• • Focus on conceiving and organizing two PR events with other Haas sponsored organizations to o o 1) Build connections with similar clubs on campus 2) Provide events for CUBS members.
o 3) Publicize the group through activity. This semester we intend to hold bonding events for PR Committee members. (cause we're the best)
• • UGBA 98/198: Teaching Financial Literacy Course Objectives • • This course is designed for students who want to establish a foundation in financial literacy and to apply that knowledge to assist the low-income population in the community.
• Specifically, this course will explore topics including credit cards, debit cards, student loan debt, credit reports, credit scores, and more. SFAC partnership with Suitcase Clinic
•Applications due Friday, February 8th by Midnight •Interviews on the evenings of Monday, February 11th and Tuesday, February 12th •Plan to hear back at the latest by Sunday, February 10th at noon regarding interview slots and advancement into the personal interview stage - interviews are formal •Meet and Greet Wednesday, February 13th •Final decisions released Thursday by midnight •Be prepared for our free Spring retreat in Napa Valley from Friday, February 15th to Sunday, February 17th •Application available at cubsonline.org/SFAC
• • • • Internship experience working in a financial institution Small tight-knit group and lasting friendships Professional development workshops Committee experience • A vast network of CUBS alumni who are working for JPMorgan, Google, Ernst & Young, PwC, Deloitte, Macy's & more!
*Marketing Director *Human Resources Director *Member Services Director • • • Eunice Lam James Wang Tram Nguyen