1 - Credit Union for Berkeley Students, Faculty, and Staff


Spring 2013 Recruitment



Introductions 2.

Information and History 3.

Internship Requirements 4.

Professional Development Overview 5.

Committee Descriptions 6.

Teaching Financial Literacy Decal 7.

Meet the Interns

Board of Directors

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

What is SFAC?

Student Financial Advisory Committee (SFAC) • Student organization that manages CUBS Credit Union for Berkeley Students, Faculty and Staff (CUBS) • Previously located in Lower Sproul

What is a Credit Union?

• 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

CUBS vs. other banks


(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

Information about

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

So what is SFAC all about?


• • • 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 (



Branch Operations

• • • • • • • Interacting with Members Opening and Closing Accounts Depositing checks Debit card applications Running background checks Shared Branching Using New Technology and Software

Professional Development

• • • • • • • • • • 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

Track Record

• 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

Alumni Network

Marketing Committee

Marketing Committee


• 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

What We Do

Planned Projects

• Market Research • Brochure • Promote webisodes • Posters/ updates on social media • Communicate with local business to get promotions

Member Services

What is member services?

•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

Who we are looking for?





Human Resources

Responsibilities of HR

•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

Public Relations

What We Do

• • 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)

Money Management Coaching Decal

UGBA 98/198

Money Management Coaching

• • 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

The Application Process

•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

What is in this for YOU?

• • • • 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!


Come talk to us!

*Marketing Director *Human Resources Director *Member Services Director • • • Eunice Lam James Wang Tram Nguyen