2014 Fall Visa Retail Branch Promotion
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6/20/2012
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
+ Employees receive a chance to win a prize whenever
they help members apply for a new Visa card
+ Branch materials provided to motivate employees
+ Fully funded by PSCU and Visa
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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
+
+
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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
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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
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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
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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
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Manager’s Guide
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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
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Employee Lay by Card
• Employee
Reference Guide
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Break Room Poster
• Display poster for
employee break room
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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
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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
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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
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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.
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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
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Teresa Willatt
Campaign Specialist
twillatt@advisorsplus.com
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