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


Spring 2013 Recruitment





Information and History


Internship Requirements


Professional Development Overview


Committee Descriptions


Teaching Financial Literacy Decal


Meet the Interns

Board of Directors


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 organization that manages CUBS

Credit Union for Berkeley


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

• 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


Financial institution

Credit Union vs banks


SFACstudent group

Information about

Credit Unions in the US

• ~ 92 million in the US are CU members

• ~ 8,200 credit unions



Federal CU

(main branch)

• On Ashby and Adeline

So what is SFAC all about?


• Hands-on experience as a teller

• 2-3 hours/week

• Operations training, quizzes/tests


• Get experience working on projects that interest you

• General meetings

Wednesday 7-8 pm ( 1 hour)

• Committee meeting TBD after recruitment ( 1 hour)

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 Place, 2012 Google Case Comp

•1 st Place, 2012 Deloitte Consulting: Business Technology Case

•1 st Place, 2012 Pratham USA Social Media Case

•1 st Place, Finalist, 2011 Yelp-ZS Associates: Business Development Case

•1 st Place, 2011 Altria Marketing Case

•1 st Place, 2011 ZS Associates: Pharmaceutical Consulting Case

•1 st Place, 2011 Deloitte Consulting: Human Capital Consulting

•1 st Place, 2011 Ernst & Young: “Your World, Your Vision” Case

•1 st Place, Finalist, 2010 Ernst & Young: Strategy Consulting Case

•1 st Place, 2010 Rothstein Kass: Hedge Fund Accounting Case

•Finalist, 2010 FTI Consulting: Litigation Consulting Case

Recruitment success

Alumni Network

Marketing Committee

Marketing Committee

• Objectives

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.


•Bi-annual newsletter

•Members Appreciation Week

•Caller's Day

•Grand Opening

Who we are looking for?





Human Resources

Responsibilities of HR


•Beginning of Semester Retreat

•Alumni Relations

•End of Semester Banquet


•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 1) Build connections with similar clubs on campus o 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


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