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2014 Fall Visa Retail Branch Promotion

2014 Fall Visa Retail Branch Promotion . ROCK! PAPER! ACTION!. Promotion Overview. Designed to boost Visa card growth in-branch Educate employees on Visa credit and debit card products Help employees proactively sell and cross-sell Visa credit and debit cards

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2014 Fall Visa Retail Branch Promotion

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  1. 2014 Fall Visa Retail Branch Promotion

  2. ROCK! PAPER! ACTION!

  3. Promotion Overview • Designed to boost Visa card growth in-branch • Educate employees on Visa credit and debit card products • Help employees proactively sell and cross-sell Visa credit and debit cards • Employees receive a chance to win a prize whenever they help members apply for a new Visa card • Branch materials provided to motivate employees • FullyfundedbyPSCUandVisa

  4. Promotion Details • Enrollment deadline is June 13, 2014 • Promotion runs from September 1 – October 31, 2014 • This promotion is all about your branch employees • Helps strengthen their Visa product knowledge • Gives them the tools to be confident in selling Visa cards • Branch managers are encouraged to set goals for their staff and promote the campaign with fun activities • Managers should refresh their staff on your credit union’s card benefits • Online training is available for all employees

  5. Instant Win Game • Employees receive scratch card • For every credit application taken • For every referral that leads to a credit application • For every new debit card opened (if applicable) • Manager distributes scratch card to employees • Employees scratch card to reveal a prize or “no prize” • 50 - 50 chance of winning a prize • Employees receive prize if card is a “winner” • Prize pool includes: • Gift cards of $10 value • Gift cards of $5 value • Gift cards of $1 value

  6. Manager Responsibilities • Hold promotion kick-off at your branch • Schedule online training for all branch employees • Encourage employees to complete the training • Help educate employees on your Visa card products • Get employees excited about winning prizes • Give “winners” recognition • Keep employees motivated • Create friendly competition • Distribute prizes for applications taken • You should track applications taken and prizes distributed

  7. Branch Kits • Branch Kit is distributed to each participating branch • Sent directly to branch managers • Kit contains - • Branch Manager’s Guide • Poster for break room • Lay by Cards for employee reference • Scratch Off Instant Win Game Cards • Prizes* • Additional kits are available if needed *Prizes are subject to change based on merchant availability

  8. Manager’s Guide • Fold out 6-page document • Steps to get started • How promotion works • What manager does • What employees do • Instant Game Rules • How to order more kits

  9. Employee Lay by Card • Employee • Reference Guide

  10. Break Room Poster • Display poster for employee break room

  11. Online Training • Each employee will be given access to the Visa online training site developed by Advisors Plus • Training consists of 4 classes (CU decides which apply) • Visa Consumer Credit • Visa Consumer and Business Credit • Visa Consumer Debit • Visa Consumer and Business Debit • Online training course is self-paced • Should take between 15 – 45 minutes to complete • Employee takes quiz at end of training course • Receives music download code upon successful completion

  12. Campaign Site • Site is on MemberConnect in Advisors Plus section • MemberConnect link is https://members.pscufs.com • Advisors Plus landing page link is https://members.pscufs.com/products/advisorsplus/aplus_marketing.php

  13. Campaign Site • Enrollment Form • Promotion Overview Recorded Session • Promotion Overview PowerPoint • Manager Tips and Tricks Available in July 2014: • Branch Manager Kick-Off Recorded Session • Online Training Demo For use during the promotion only: • Additional Branch Kit Request Form

  14. Why Participate? • There is no cost to participate. • PSCU and Visa have funded all materials, prizes and training. • Great way to educate your employees on the benefits of your Visa cards. • Create fun and excitement at your branches (including call centers, loan departments and customer service areas) • Contact your PSCU Account Executive for more information about the promotion.

  15. Key Dates • June 13 - Enrollment ends • August 15 – Branch kits arrive at branches • August 15 – Online training course available to employees • September 1 – Promotion starts • October 31 – Promotion ends • November 3 - Survey

  16. Teresa Willatt Campaign Specialist twillatt@advisorsplus.com

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