Idea Exchange CreateCreate TheThe Experience!Experience!
Financial Supermarkets, Inc. would like to express our sincerest appreciation to each financial institution that submitted an Idea and/or PA into this year’s Idea Exchange. Your hard work and creative ideas set the benchmark for in-store success.
The ideas and PA’s submitted by Member financial institutions are not necessarily endorsed by FSI. Please consult with your supervisor before preparing any promotion within your marketing plan.
1 Contents Financial Institution Name Page Number(s)
1st Summit Bank 4 • Frosty the Loan Man (Loans) American Bank and Trust 5 • American Bank Has A Farm (Savings, Checking Accounts) American Bank of the North 6-8 • Follow the Yellow Brick Road to Savings (Children’s Accounts) Citizens National Bank 9-12 • Fresh Squeezed Rates (Loans) • Fall in Love with the Good Life (Holiday) • Make CNB Your “Super Hero” Bank (Customer Service) Collins Community Credit Union 13-15 • Lost That Loving Feeling? (Investment/Retirement) • March Madness (Investment/Retirement) Community Bank & Trust 16-18 • Haunted by Banking Fees (Holiday) • A Community Bank & Trust Christmas (Savings, Checking Accounts) Denali Alaskan Federal Credit Union 19-20 • Hollywood After Party (Loans) • The Denali Army of Financial Soldiers (CDs) Desert Schools Federal Credit Union 21-42 • Take a Siesta After Your Financial Fiesta (Investment/Retirement) • Desert Schools Wants to Invest In You (Other) • Crack Open the Champagne (Contests, Music, Poems, & Trivia) • Help Us Zoom Past Our Goal (Other) • Don’t Get Robbed by Big Bank Villains. Let DSFCU’s Superheroes Save the Day (Other) • Hit the Slopes with a DSFCU Visa Today! (Other) • Turn Your Retirement Plan Into a Cash Cow! Ask Us How! (Investment/Retirement) • Are You Part of the DSFCU Kids Club? (Children’s Accounts) • 70 Years of Service. 70 Lucky Members. (Contests, Music, Poems, & Trivia) • Need a Little Green? Save $$ with 6 Months 0% APR (Holiday) • Does the Economy Have You Wigged Out? Let DSFCU Tame Your Mane! (Customer Service) E1 Financial Credit Union 43 • Tie Up Your Debt! (Loans) Family First Federal Credit Union 44-45 • It’s a Jungle Out There...We’ve Got You Covered (Savings, Checking Accounts) First Community Credit Union 46-49 • Do You Like Free? (Holiday) • Your Heart Will Skip a Beat with Our Low Loan Rates (Loans) Fort Campbell Federal Credit Union 50-53 • Your Pot of Gold is Safe and Secure (Investments/Retirement) • Finances Have You Stressed? (Loans) Granite Federal Credit Union 54-60 • Roll Your Dough Into Granite Federal Credit Union (CDs) • Security Blanket (Investments/Retirement) • Plant Your Money Into a CD and Watch It Grow (CDs) • Don’t Be a Sucker and Fall for Sour Service (Customer Service) Livingston State Bank 61-62 • Color Your Future Bright with Livingston State Bank (Children’s Accounts) • Come Join Our Herd! It’s ‘Utterly’ Fantastic! (Customer Service)
2 Contents Continued Financial Institution Name Page Number(s)
Members Alliance Credit Union 63-64 • Sweet Service, Sweet Loans, Sweet Hours (Loans) • Check Out Our ‘Sweet’ Loan Rates (Loans) ORNL Federal Credit Union 65-67 • Candy Land Employee Inventive Game (Contests, Poems, Music, & Trivia) • Brag Book Coaching Tool (Other) Potlatch No. 1 Federal Credit Union 68-72 • Two Tickets 2 Paradise! (Loans) • Get Hooked On P1FCU! (Savings, Checking Accounts) SAC Federal Credit Union 73-74 • Jump On Board The Bunny Bus (Children’s Accounts) The Citizens State Bank 75-93 • Super Bank (Other) • Rake Up the Savings (Other) • Ropin’ Your Way to Good Ol’ Banking (Convenience, Hours) • Safeguard Your Future (Other) • Get Smart with Your Financial Planning (Investment/Retirement) • Come Fetch What We Have to Offer (Internet/E-Services) • What’s Your Number? (Investment/Retirement) • Top 10 Reasons to Save (Savings, Checking Accounts/Investments/Retirement) • Let Us Be the Masters of Your Finances (Investment/Retirement) • Get On the Winning Team with the CSB (Other) • Sweet Rewards with the CSB (Customer Service) • Online Banking Does The Work For You (Internet/E-Services) The Heritage Bank 94-109 • Our Free Checking is Hot! (Savings, Checking Accounts) • Going Green Made Easy with E-Statements (Internet/E-Services) • Help Your Children Look Towards the Future (Savings, Checking Accounts) • Free Checking Account (Savings, Checking Accounts) • Grow Your Nest Egg with The Heritage Bank (Savings, Checking Accounts) • Travel with Ease (Other) • Don’t Hide Your Money Under Your Mattress (Savings, Checking Accounts) • Use Travelex for Destination X (Savings, Checking Accounts) • Ho! Ho! Ho! To Savings (Holiday) • Score A Touchdown with THB Free Checking (Savings, Checking Accounts) • Foot Loose and Cancer Free (Other) • Let Your Money Grow with The Heritage Bank (Savings, Checking Accounts) • Put Your Money Where Your Mouth Is (Savings, Checking Accounts) • Let THB Make Your House A Home (Loan) • We Have the Perfect Recipe for All Your Banking Needs (Other) TS Bank 110 • At TS Bank - We’re All Shook Up Over TS Checking (Savings, Checking Accounts) Tucson Federal Credit Union 111-114 • Now Showing...Movie Night with Tucson Federal Credit Union (Other) • Santa’s Night Out (Holiday) • Leap Into A Home Mortgage at Tucson Federal Credit Union (Loans)
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: 1st Summit Bank Location: Altoona Walmart #2049 City and State: Altoona, PA Stephanie Lingenfelter, Sr. Sales Representative Submitted by: Andi Hourican, Sr. Sales Representative Branch Manager: Jane Yeager
Frosty the Loan Man
Category: Loans Promotion: Our goal was to obtain new loans. We have used this promotion every winter and we see fantastic results. The slogan we use is, "Let Frosty Shovel You Out of Debt." Decorations: We have a huge snowman hanging on the wall where everyone can see. Frosty even has his own business cards. Promotional PA: N/A
Results: The promotion was running at time of submission.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: American Bank and Trust Location: Hy-Vee #1549 City and State: Rock Island, IL Submitted by: Toni Gasper Branch Manager: Toni Gasper
American Bank Had A Farm...
Category: Savings, Checking Accounts Promotion: The promotion ran from October 1, 2008 until October 31, 2008. The product we promoted was our American Dream (Savings) Account and complimentary mortgage/refinance review program. Our promotional budget was $100.00. Decorations: We decorated our branch as a farm complete with hay bales, piggy banks and a barn door. The in-store team dressed up as different ani- mals (cat, cow, pig, sheep and a farmer).
Our marketing message board read, “Stop ‘Horsing’ Around With Other Financial Institutions. Check Out Our Great Products… Friendly Staff...and Convenient Hours.”
During aisle time, we distributed balloon animals, shopping lists, coin savers for the kids, and brochures on complimentary annual mortgage reviews. Promotional PA: Good _____ Shoppers! Stop ‘horsing’ around with other financial institutions who don’t have convenient hours or a friendly staff. Open your American Dream Account today and receive a FREE Piggy Bank.
Stop by American Bank at the front of this store for all the details. Thank you for shopping at your Rock Island Hy-Vee and from the staff at American Bank… have a great day! Results: We opened 6 new American Dream Accounts and took in 4 mortgage applications during this promotion.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: American Bank of the North Location: Grand Rapids Walmart #1609 City and State: Grand Rapids, MN Submitted by: Lisa Wohlsdorf Branch Manager: Lisa Wohlsdorf
Follow the Yellow Brick Road to Savings
Category: Children’s Accounts Promotion: We wanted to generate new children savings accounts. Also, we are a new branch located inside the new Wal-Mart and wanted to let the public know where we are located inside the store.
We had a ‘Spin the Wheel’ game that asked questions about the bank and The Wizard of Oz movie. We had kid’s galore. We went into the aisles of the store to invite shoppers to the branch. It was a blast!
We distributed glow sticks and candy. Decorations: We dressed up as the characters from The Wizard of Oz. Some of our decorations were yellow brick road and the apple throwing trees. An- other slogan we used was, “Is Your Bank Treating You Like the Wicked Witch of the West?” Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: American Bank of the North Location: Grand Rapids Walmart #1609 City and State: Grand Rapids, MN Submitted by: Lisa Wohlsdorf Branch Manager: Lisa Wohlsdorf
Follow the Yellow Brick Road to Savings Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: American Bank of the North Location: Grand Rapids Walmart #1609 City and State: Grand Rapids, MN Submitted by: Lisa Wohlsdorf Branch Manager: Lisa Wohlsdorf
Follow the Yellow Brick Road to Savings Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Citizens National Bank Location: Jefferson City Food City City and State: Jefferson City, TN Submitted by: Diana Armstrong Branch Manager: Diana Armstrong
Fresh Squeezed Rates
Category: Loans Promotion: Our goal was ultimately to call attention to the lower loan rates. We promoted our home equity lines, savings accounts and Christmas Club accounts (anything to save or access money). The theme centered around a lemonade stand. We listed our product options on the pitcher and glasses. We served lemonade and cookies to customers and shoppers for our branch activity. Decorations: We decorated our branch like a lemonade stand. On our back board, we had a lemonade stand with the slogan, “Getting Squeezed By Other Banks? Let CNB Come To Your Financial ‘Ade.’” Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Citizens National Bank Location: South Knoxville Walmart #1320 City and State: Knoxville, TN Submitted by: Ashley Maner Branch Manager: Brad Hayse
Fall In Love with the Good Life
Category: Holiday Related Promotion: We did a Valentine's Day promotion for our Good Life Checking Account. The account is for customers who are fifty and better. Our goal was to attract customers to all of the “perks” of the account and open 10 new accounts. Some perks included free checks, internet banking, trips, etc. Decorations: We decorated the branch with basic Valentine décor. Promotional PA: N/A
Results: We opened 5 new Good Life Checking Accounts but received quite a lot of interest in the product. We continued to promote the Good Life Account during the month of March as well under a different theme and decoration scheme.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Citizens National Bank Location: Seymour Kroger City and State: Seymour, TN Submitted by: Daniel McNeely, Personal Banker and FSR Branch Manager: Brad Hayse
Make CNB Your ‘Super Hero’ Bank
Category: Customer Service Promotion: The purpose of this promotion was to draw non-customers’ attention to our award winning customer service and outgoing staff. Decorations: The slogan was placed on our back cabinets surrounded by cutouts of various superheroes and covers from superhero comic books. We used superhero logos on our handmade name plates at each teller window.
We also had two posters, 1 for e-statements and 1 for a CD rate, decorated in the super hero theme. The e-statement poster’s slogan was, “CNB Goes Green,” and featured The Incredible Hulk. Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Citizens National Bank Location: Seymour Kroger City and State: Seymour, TN Submitted by: Daniel McNeely, Personal Banker and FSR Branch Manager: Brad Hayse
Make CNB Your ‘Super Hero’ Bank Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Collins Community Credit Union Location: Wilson Avenue Hy-Vee #3 City and State: Cedar Rapids, IA Submitted by: Lindsey Dozier, Assistant Branch Manager Branch Manager: Cheryl Choate
Lost That Loving Feeling?
Category: Investment Accounts/Retirement Promotion: Our goal was to promote our new high-yield checking account and make our membership aware of all our product and service offerings. Decorations: We posted message boards that read, “Have You and Your Financial Institution Lost That Loving Feeling? Make Your Finances Everlasting with Collins Community Credit Union.” A second message board read, “Roses are Red, Violets are Blue. CCCU has an Advantage Checking Just For You!”
A third message board read, “We know You’ll Be Tickled Pink When You Open Your Advantage Checking Account.” Promotional PA: N/A
Results: Many members and shoppers were asking about the new product. It created a buzz around the retail store which was the desired effect.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Collins Community Credit Union Location: Wilson Avenue Hy-Vee #3 City and State: Cedar Rapids, IA Submitted by: Maria Johnson Branch Manager: Cheryl Choate
March Madness
Category: Investment Accounts/Retirement
Promotion: Our goal was to promote CCCU as being the #1 Financial Institution and to gain some new member accounts. Decorations: We hung basketball cutouts around the branch. We drew up a financial bracket with CCCU as the champion. We hung a toy basketball hoop over the door.
We used message boards: 1) “CCCU is Top on the Leader Board. Join the Winning Team!” 2) “Are Your Finances a Racket? Come Over to CCCU and Be in the Winning Bracket!” and 3). “Did Your Other Financial Institution Foul Out? Get Back in the Game with CCCU!” Promotional PA: “Good Morning Hy-Vee Shoppers. Stop in at Collins Community Credit Union and visit with our All-Star Team. We are the winners in the financial institution bracket. Your Wilson Avenue Hy-Vee and Collins Community Credit Union are the Winning Team!”
“Good Afternoon Hy-Vee Shoppers. Collins Community Credit Un- ion provides slam dunk service to all of our members all of the time! Take a time-out and stop by today to open your account. Thank you for shopping your Wilson Avenue Hy-Vee.”
Results: We increased inquiries on our products and services while opening several new accounts.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Collins Community Credit Union Location: Wilson Avenue Hy-Vee #3 City and State: Cedar Rapids, IA Submitted by: Maria Johnson Branch Manager: Cheryl Choate
March Madness Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Community Bank & Trust Location: Thompson Bridge Road Ingles #440 City and State: Gainesville, GA Submitted by: Marilyn Delgado Branch Manager: Marilyn Delgado
Haunted By Banking Fees
Category: Holiday Related Promotion: Our goal was new checking accounts. We wanted to come up with a new idea for Halloween that would not be too scary for children and too ‘cutie’ for adults. But we wanted to draw the attention to our banking center to start a conversation.
We turned to the classics. We are not talking “Gone With the Wind” but the classic black and white movies that we watched at slumber parties. You know, the ones that kept you up the rest of the night. Or, the ones you thought of when you thought you saw something mov- ing in the shadows. Decorations: We tried to create our own a trip down memory lane by decorating the branch using a movie theater theme. Classics like “Frankenstein,” “The Mummy” and even “The Attack of the Killer Tomatoes” drew the attention that we were hoping to achieve.
We added some trivia questions and freshly popped popcorn which made a very good experience or all. Promotional PA: N/A
Results: Ingles store customers stopped by looking for their own classic movie and suggested ones to look up. Just having them want to take part in the project let me know they were paying attention. By using these classics as a theme this started several conversations and even a cre- ated a few new customers.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Community Bank & Trust Location: Toccoa Ingles #436 City and State: Toccoa, GA Submitted by: Jason Jones Branch Manager: Jason Jones
A Community Bank & Trust Christmas
Category: Savings, Checking Accounts Promotion: The purpose of the promotion was to highlight our Christmas Club Accounts. Decorations: Our message board displayed the slogan, “A Community Bank & Trust Christmas Story. Open A Christmas Club Account Today.” In the middle of the board was a 3D story book which displayed the following poem:
“’Twas the day after Christmas and this question you may ask, ‘What can I do next year so I won’t be low on cash?’ The answer is so crystal clear, no need to pout or fuss. Just stop by your local branch, of Community Bank & Trust. Our Christmas Club Accounts help you save up for next year. So, now you don’t have to fret or even shed a tear. So, when next Christmas rolls around, You’ll have the money that you saved with Community Bank & Trust, Member FDIC.”
We displayed a decorated Christmas tree, snowflakes, a sleigh full of presents labeled with our products and services, an elf as the driver, and a clever poster of a group of carolers using photos of each associate’s face and construction paper bodies. Promotional PA: N/A
Results: We opened 18 Checking/Savings accounts and 14 CD’s during the month of December. This was a productive month for us.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Community Bank and Trust Location: Toccoa Ingles #436 City and State: Toccoa, GA Submitted by: Jason Jones Branch Manager: Jason Jones
A Community Bank & Trust Christmas Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Denali Alaskan Federal Credit Union Location: Eagle River Walmart #2188 City and State: Anchorage, AK Submitted by: Stephanie L. Sherman Branch Manager: Stephanie L. Sherman
Hollywood After Party
Category: Loans Promotion: Our members loved this promotion. We took pictures with the people on the red carpet every Friday and Saturday. We printed them right there and offered them as keepsakes or put them on our display board. This brought a lot passersby into the branch where we were able to draw attention to our low auto loan rates.
Decorations: We hung a black curtain on the wall with a sign above that read, VIP entrance. A red carpet led up to the Branch Manager’s Desk. Member’s could select their favorite Financial Services Officer to have their photo taken with in front of the VIP Entrance on the weekends. We also placed several Hollywood signage around the branch. Promotional PA: “Hello, Carrs Shopper’s. Denali FCU is holding open casting calls for our Hollywood promotion. Come into the branch at the front of the store to see if you can earn the leading role of a 4.75% auto rate. Walmart and Denali Alaskan are paving your way to the Hollywood walk of financial fame.” Results: We surpassed our loan goals that month as a direct result of this promotion.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Denali Alaskan Federal Credit Union Location: Eagle River Walmart #2188 City and State: Anchorage, AK Submitted by: Stephanie L. Sherman Branch Manager: Stephanie L. Sherman
The Denali Army of Financial Soldiers
Category: Certificates of Deposit Promotion: Our promotion highlighted a special reward Certificate of Deposit at 5.0% for 12 months. This product was to express our appreciation for our members. Our hope was to open 43 CDs in two short weeks. For every CD opened, members were invited to register for a $25.00 Walmart gift card.
Decorations: We borrowed authentic army gear from the Ft. Richardson Military Base. We draped the walls and teller line with camouflage netting to make it look like an army bunker. Flack jackets, military helmets and random gear were hung around the branch.
Associates dressed in military gear every day. Our retail location demographic pulls from the Ft. Richardson Military Base. Promotional PA: “Hello Walmart Shoppers! Is all the hype about traditional financial institutions going under making you feel like a P.O.W.? If so, talk to the army of financial experts at Denali Alaskan Federal Credit Union. We’ve set up base camp right at the front of the store. We are armed and ready to fight for your financial freedom. Walmart and Denali Alaskan... We will go to battle with you!” Results: This entire promotion cost $50.00 to conduct which included the $25.00 gift certificate. We surprisingly met and surpassed our goal.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Take A Siesta After Your Financial Fiesta
Category: Investment Accounts/Retirement Promotion: This Summertime Wacky Weekend promotion was used to entice members to save money with the Credit Union Investment Services. Our goal was two-fold: 1) we hoped to open 5 new accounts and 2) we hoped to have 2 financial service referrals per associate.
Decorations: We decorated with balloons and placed cutouts of sombreros, chili peppers and maracas all over the teller line and cabinets. Staff wore Hawaiian shirts and handed out leis to shoppers. Promotional PA: N/A
Results: We opened 2 new accounts on Friday and 4 new accounts on Satur- day. Nine branch associates worked over the two-day period and pro- vided DSFCU with 12 total referrals.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Take A Siesta After Your Financial Fiesta Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Anthem Walmart #5329 City and State: Phoenix, AZ Submitted by: Paris Clark Branch Manager: Paris Clark
Desert Schools Wants To Invest In You
Category: Other & Miscellaneous Promotion: To show our appreciation for 70 years in Arizona and our fantastic members, we wanted to pay our members’ bills or boost their savings! All they had to do is make the most of their membership or refer friends and family to join.
We gave away $70,000 in monthly and grand prize drawings. Members entered to win by: 1. Expanding their current relationship with us in one or more of the following: - Open a checking account - Set up direct deposit - Enroll in online bill pay with eStatements 2. Refer someone to join Desert Schools Federal Credit Union 3. Accomplish both Members received 5 entries for each qualifying service or referral. Decorations: We created a read-a-board to go along with this promotion and was the winner of the in-store read-a-board contest within our financial institution. Promotional PA: N/A
Results: This promotion was still running at time of submission.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Anthem Walmart #5329 City and State: Phoenix, AZ Submitted by: Paris Clark Branch Manager: Paris Clark
Desert Schools Wants To Invest In You Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Carefree Albertsons #979 City and State: Scottsdale, AZ Submitted by: Carly Frost, Assistant Branch Manager Branch Manager: Christine Kerr
Crack Open the Champagne
Category: Contests, Music, Poems and Trivia Promotion: DSFCU celebrates its 70th year in 2009. To celebrate, we are raffling off cash prizes each month for a total of five months. Any shopper or member opening up a new checking account, referring a friend or adding services to their existing accounts received an entry into the drawing. Seventy prizes will be awarded totaling $70,000 in giveaways!
The goal for the entire credit union is 5,000 new members and $14.4 million deposit dollar growth. Decorations: Our decorations consisted of our Read-A-Board that we decorated (see next page). Promotional PA: N/A
Results: This promotion was still running at the time of submission.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Carefree Albertsons #979 City and State: Scottsdale, AZ Submitted by: Carly Frost, Assistant Branch Manager Branch Manager: Christine Kerr
Crack Open the Champagne Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Help Us Zoom Past Our Goal
Category: Other & Miscellaneous Promotion: Our goal was to raise $1,000.00 for the Children’s Miracle Network at the Phoenix Children’s Hospital. Decorations: Our theme was NASCAR Racing. We covered our cabinets with a racetrack and created a visual tally board. Each time we surpassed a specific dollar increment, we placed a race car complete with driver (using one of our associates’ photo for the driver’s head) on the board. Promotional PA: N/A
Results: We ended up raising $850.00 during this Wacky Weekend promotion.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Help Us Zoom Past Our Goal Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Don’t Get Robbed by Big Bank Villains. Let DSFCU’s Super Heroes Save the Day
Category: Other & Miscellaneous Promotion: The promotion advertised Desert Schools Federal Credit Union over larger local banks. Decorations: We covered our cabinets in black construction paper and created a downtown skyscraper scene. We used our staff’s faces and placed them on the bodies of all the different superheroes. Members love when we do promotions like this! Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Don’t Get Robbed by Big Bank Villains. Let DSFCU’s Super Heroes Save the Day Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Hit the Slopes with a DSFCU Visa Today!
Category: Other & Miscellaneous Promotion: We simply wanted to beef up our Visa Card sales. We came up with this clever promotion based on a winter snow ski theme. Decorations: We covered the back cabinets with blue paper and clouds. We then transformed it into a winter ski scene. We used photos of our associates to create clever avatars to place in various areas of the scene: skiing, ice skating, walking, etc. Each of the associates also wore winter hats to attract attention. Promotional PA: N/A
Results: Our members and shoppers enjoyed this promotion.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Hit the Slopes with a DSFCU Visa Today! Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Turn Your Retirement Plan into a Cash Cow! Ask Us How!
Category: Investment Accounts/Retirement Promotion: Our goal for this promotion is to educate members on the of DSFCU’s different retirement products including IRA’s and to assist them in opening them up at our branch location. Currently if members rollover $10,000 or more into a Desert Schools IRA from another institution, they earn a .25% dividend incentive. The staff had a great time putting it all together! Decorations: The picture on the next page is what we have on display as our read-a-board and draws a lot of attention. Promotional PA: N/A
Results: This promotion is still running at time of submission.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: McKellips Walmart #2767 City and State: Mesa, AZ Submitted by: Steffani Sherrill Branch Manager: Steffani Sherrill
Turn Your Retirement Plan into a Cash Cow! Ask Us How! Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Rigg’s Frys #668 City and State: Chandler, AZ Submitted by: Amanda Neff, Assistant Branch Manager Branch Manager: Jessica Bartz
Are You Part of the DSFCU Kids Club?
Category: Children’s Accounts Promotion: Our goal is to promote our kids club account and let parents and kids know that it is a fun way to learn about financial responsibility. Decorations: We decorated our branch with a giant tree house on the far wall. We also placed a read-a-board in front of the branch which read, “Are You Part of the DSFCU Kids Club?” Below the read-a-board was a children’s picnic table complete with crayons and coloring pages. Promotional PA: “Hey Fry’s Shoppers…Are you apart of the Desert School’s Kids Club yet? It’s a fun and easy way to learn financial responsibility. Stop by our branch at the front of the store and ask us how your kids can join! Desert Schools and Fry’s…Making you our number one priority!” Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Rigg’s Frys #668 City and State: Chandler, AZ Submitted by: Amanda Neff, Assistant Branch Manager Branch Manager: Jessica Bartz
Are You Part of the DSFCU Kids Club? Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
70 Years of Service. 70 Lucky Members.
Category: Contests, Music, Poems and Trivia Promotion: DSFCU celebrates its 70th year in 2009. To celebrate, we are raffling off cash prizes each month for a total of five months. Any shopper or member opening up a new checking account, referring a friend or adding services to their existing accounts received an entry into the drawing. Seventy prizes will be awarded totaling $70,000 in giveaways!
The goal for the entire credit union is 5,000 new members and $14.4 million deposit dollar growth. Decorations: We placed various dollar amounts that were available to win around the branch. Our read-a-board resembled a Vegas slot machine (see next page). Promotional PA: N/A
Results: This promotion was still running at the time of submission.
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
70 Years of Service. 70 Lucky Members. Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Need A little green? Save $$ with 6 Months 0% APR Category: Holiday Related Promotion: We promoted our Visa Credit Cards! The promotion lasted three days over the St. Patrick’s Day holiday. All staff wore various shades of green and asked shoppers/members if they would like to save extra money. Quick applications were provided to save members time in lieu of the full/standard applications. Decorations: Our decorations included several shamrock shaped mylar balloons, leprechaun hats, cutouts of large dollar bills and flyers. Our read-a- board read, “Need A Little Green? Save $ with 6 Months 0% APR. Ask Us How.” Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Need A little green? Save $$ with 6 Months 0% APR Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Does the Economy Have You Wigged Out? Let DSFCU Tame Your Mane! Category: Customer Service Promotion: We wanted to lighten the mood of the current economic crisis and discuss the situation with shoppers and current members. We took a fun approach and wore crazy colored wigs. We spoke about the soundness of Desert Schools Federal Credit Union and how we could help them through these hard times.
Many products were focused on and brochures were distributed to help shoppers and members navigate the failing economy. Decorations: N/A Promotional PA: N/A
Results: N/A
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: Desert Schools Federal Credit Union Location: Stapley Walmart #2768 City and State: Mesa, AZ Submitted by: Mara Lee Branch Manager: Mara Lee
Does the Economy Have You Wigged Out? Let DSFCU Tame Your Mane!
Continued
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IdeaCreateCreate Exchange TheThe Experience!Experience!
Financial Institution: E1 Financial Credit Union Location: La Verne Von’s Safeway #2832 City and State: La Verne, CA Submitted by: Jose Luevano, Operations Manager Branch Manager: Paul Stewart
Tie Up Your Debt! Category: Loans Promotion: Our goal was to help members lower their payments by refinancing existing loans they hold with other lenders. We promoted our VISA credit card’s low rates and no-cost balance transfer option, as well as an on-going auto refinance promotion and tax-time loans. Our secon- dary goal was to increase members and gain new checking accounts. Decorations: Our branch decided to take advantage of our branch manager’s exten- sive tie collection; which he good-naturedly offered up for the promo- tion. We hung lots of neck-ties from the ceiling and draped them over teller counters and signs. All staff wore white collared shirts and bright neck-ties; a departure from our usual logo-wear. Promotional PA: N/A
Results: Shoppers, curious about the white shirts and ties, stopped to ask ques- tions providing opportunities to cross-sell memberships and loan bal- ance transfers. During Q1 2009, our branch brought in over $216,000 in new Visa balances plus $245,000 in additional consumer loans and refinances. This was 180% over our Q1 goal! We also brought in 155 new members, and 85 new checking accounts.
Members also got into the theme, as evidenced by the following mes- sage in our suggestion box: “Monthly marketing promotion to get new client accounts. I see you have a ‘Tie In’ theme. Have a monthly drawing with all new acct names and take the winner to dinner in San Dimas or at Pinnacle Pete’s in Glendora. They have a ‘Tie In’ theme as well. This may drive your new acct numbers up. P. S. Your E1 Financial La Verne branch employees ROCK!”
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Financial Institution: Family First Federal Credit Union Location: Payson Walmart #5167 City and State: Payson, UT Submitted by: Scott Jackson Branch Manager: Scott Jackson
It’s A Jungle Out There… We’ve Got You Covered Category: Savings, Checking Accounts Promotion: This promotion highlighted our Savings Accounts. The purpose was to promote the increase in NCUA insurance that rose to $250,000. Our goal was to open 40 new savings accounts during the month-long promotion and avoid closing any accounts. Decorations: The branch was decorated like a jungle complete with and 8’x15’ cargo netting covering the ceiling to look like leaves, brown butcher paper to make vines, 10 monkeys from Oriental Trading Company, parrots, and a colorful rain forest mural. We also created a native hut our of our mobile check writer with cardboard boxes. Promotional PA: N/A
Results: The promotion ran for one month and the biggest thing we gained was the recognition of shoppers finally knowing that there was a Credit Union inside the Walmart. Kids would say " Mommy, Mommy look it's a Jungle." The moms would bring the kids in to see it and on the way out they would look up to see who we were.
The total cost of the promotion was $150.00, but it could have been carried out on a much smaller budget if need be. We actually opened 38 accounts and did not lose an account during this promotion.
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Financial Institution: Family First Federal Credit Union Location: Payson Walmart #5167 City and State: Payson, UT Submitted by: Scott Jackson Branch Manager: Scott Jackson
It’s A Jungle Out There… We’ve Got You Covered Continued
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Financial Institution: First Community Credit Union Location: Katy Kroger #336 City and State: Katy, TX Submitted by: Ron Downey, Vice President Branch Manager: Ron Downey
Do You Like Free?
Category: Holiday Related Promotion: We promoted our VIP Checking Account. One of the benefits of this promotion was the addition of the Free companion airfare. We also held a drawing to win a pair of tickets to see the Houston Astros. Decorations: Our decoration scheme centered on red, white and blue (ribbons, stars and Uncle Sam hats). Promotional PA: “Attention Kroger shoppers! Do you like FREE? If so, come by First Community Credit Union and sign-up for our VIP checking account. You get FREE companion airfare, free coupons and even free money. Also, when you sign-up, you are entered to win a pair of Astros tick- ets.
So, come by First Community Credit Union today, and celebrate the 4th of July in style. First Community Credit Union and Kroger… working together to serve you better. “ Results: N/A
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Financial Institution: First Community Credit Union Location: Katy Kroger #336 City and State: Katy, TX Submitted by: Ron Downey, Vice President Branch Manager: Ron Downey
Do You Like Free? Continued
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Financial Institution: First Community Credit Union Location: North Jones Kroger #371 City and State: Houston, TX Submitted by: Kelly Finnen Branch Manager: Kelly Finnen
Your Heart will Skip a Beat with Our Low Loan Rates Category: Loans Promotion: The promotion highlighted our Platinum Credit Cart/Redicash LOC. Each FSA was responsible for 3 applications. Each Retail Teller was responsible for 4 applications.
We encouraged all members to receive a kiss at our ‘Kissing Booth.’ We distributed Hersey’s Kisses candy with each transaction. Each ap- plicant receive an entry to win a cookie cake compliments of the Kroger Bakery.
Our tagline was “Kiss your high loan rates good-bye at FCCU.” Decorations: Each of the Retail Teller Stations were decorated as kissing booths. Promotional PA: N/A
Results: N/A
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Financial Institution: First Community Credit Union Location: North Jones Kroger #371 City and State: Houston, TX Submitted by: Kelly Finnen Branch Manager: Kelly Finnen
Your Heart will Skip a Beat with Our Low Loan Rates Continued
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Financial Institution: Fort Campbell Federal Credit Union Location: Walmart #653 City and State: Hopkinsville, KY Submitted by: Dustin Gilbert, Assistant Branch Manager Branch Manager: Dorothy Watson
Your Pot of Gold is Safe and Secure
Category: Investment Accounts/Retirement Promotion: We promoted our investments services and well as all investment products. This promotion ran for two weeks. Decorations: We decorated our branch window with a pot of gold and a rainbow letting people know that their funds were safe and secure with FCFCU. We hung shamrocks from the ceiling. On St. Patrick's Day we wore green tops and blue jeans.
Promotional PA: “Good Afternoon Walmart Shoppers! Your pot of gold is safe and secure at Fort Campbell Federal. We offer outstanding rates on our share certificates, competitive returns on money market accounts and investment services sure to make your portfolio smile. Come over to Fort Campbell Federal, located at the front of this store where a rep- resentative is ready to help you find your rainbow!” Results: N/A
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Financial Institution: Fort Campbell Federal Credit Union Location: Walmart #653 City and State: Hopkinsville, KY Submitted by: Dustin Gilbert, Assistant Branch Manager Branch Manager: Dorothy Watson
Your Pot of Gold is Safe and Secure Continued
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Financial Institution: Fort Campbell Federal Credit Union Location: Walmart #653 City and State: Hopkinsville, KY Submitted by: Dustin Gilbert, Assistant Branch Manager Branch Manager: Dorothy Watson
Finances Have You Stressed?
Category: Loans Promotion: Our goal for this promotion was to highlight our loan products. We distributed stress cubes to members and shoppers as well as bro- chures of our loan products and Visa Credit Cards. Decorations: We displayed a board on our coffee table letting shoppers and mem- bers know about or available options for loans. Promotional PA: “Good ______Wal-Mart Shoppers. Finances have you stressed? If so Fort Campbell Federal has a solution for you! Come on over to our branch, located in front of the store, and ask one of our representa- tives how you can do a bill consolidation, refinance your auto or apply for a home equity loan. It's that easy! Fort Campbell Federal Credit Union...Building a Tradition of Financial Success.” Results: N/A
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Financial Institution: Fort Campbell Federal Credit Union Location: Walmart #653 City and State: Hopkinsville, KY Submitted by: Dustin Gilbert, Assistant Branch Manager Branch Manager: Dorothy Watson
Finances Have You Stressed? Continued
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Financial Institution: Granite Federal Credit Union Location: Sandy Walmart #5235 City and State: Sandy, UT Submitted by: Kara Danner Branch Manager: Kara Danner
Roll Your Dough Into Granite Federal Credit Union Category: Certificates of Deposits Promotion: This promotion highlights our great rates on Certificates of Deposits and Money Market accounts. We distributed cookies to the members and shoppers letting them know we are located at the front of Wal- mart. Anyone that opened a money market account or a CD were en- tered into a drawing for a baking set. Decorations: Our associates wore aprons to draw attention to the branch. Our mes- sage board read, “Roll Your Dough Into Granite Credit Union.” Promotional PA: “Is your tummy rumbling? Granite Credit Union can help! Roll your ‘dough’ into a money market or CD and watch it rise. Your reward will be sweet! Also, enter to win our giveaway with every new CD or money market. Granite Credit Union is located at the front of Wal- mart.” Results: N/A
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Financial Institution: Granite Federal Credit Union Location: Sandy Walmart #5235 City and State: Sandy, UT Submitted by: Kara Danner Branch Manager: Kara Danner
Roll Your Dough Into Granite Federal Credit Union Continued
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Financial Institution: Granite Federal Credit Union Location: West Jordan Walmart #3232 City and State: West Jordan, UT Submitted by: Nancy Benincosa Branch Manager: Nancy Benincosa
Security Blanket
Category: Investment Accounts/Retirement Promotion: Our goal was to promote Money Markets, Certificates of Deposits, IRA's and Financial Planning.
We held a drawing for a blanket that was made by our in-store branch team. All shoppers could enter to win. Decorations: Our message board read, “Let Granite Credit Union be your security blanket. Open a IRA, Money Market or a Certificate and enter to win this security blanket” Promotional PA: N/A
Results: N/A
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Financial Institution: Granite Federal Credit Union Location: West Jordan Walmart #3232 City and State: West Jordan, UT Submitted by: Nancy Benincosa Branch Manager: Nancy Benincosa
Security Blanket Continued
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Financial Institution: Granite Federal Credit Union Location: Harmons City and State: South Jordan, UT Submitted by: Amy Wengren Branch Manager: Amy Wengren
Plant Your Money Into A CD And Watch It Grow Category: Certificates of Deposits Promotion: Our goal was to bring in new money or entice members to place exist- ing money into a Certificate of Deposit. We hoped to open 15 new CDs and 15 new accounts. Decorations: We decorated our branch with colorful flowers, bees and butterflies cut out of paper. We wrapped pens with flowers and placed them in planter boxes we constructed from old coin boxes we painted. Promotional PA: N/A
Results: N/A
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Financial Institution: Granite Federal Credit Union Location: Midvale Traditional City and State: Midvale, UT Submitted by: Heidi Sorensen Branch Manager: Heidi Sorensen
Don’t Be A Sucker And Fall For Sour Service Category: Customer Service Promotion: Our main goal with this promotion is to focus on improving our team’s excellent customer service skills and maintain our member’s loyalty. We asked members to complete comment cards regarding the service we provided. All comment cards were placed in a drawing to win a ‘Sweet’ basket of goodies.
We hope this promotion will provide great conversations and the opportunity to cross-sell products and services. We also want our members to feel confident that they are receiving the best products and services and that their choice to be a member with Granite Credit Union is the right one.
Following our promotion, we sent thank you cards to our members for taking time to let us know how we are doing. We will soon review the comments and make necessary changes to improve our weak- nesses and continue on our strengths. Decorations: N/A Promotional PA: “Visit Granite Federal Credit Union today for an extra sweet experi- ence. Don’t be a ‘sucker’ and fall for ‘sour’ service. Tell us how we are doing and fill out a comment card. It will also enter you to win an ex- tra sweet goody basket from Granite. So, visit Granite Federal Credit Union today for an extra sweet experience.” Results: N/A
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Financial Institution: Granite Federal Credit Union Location: Midvale Traditional City and State: Midvale, UT Submitted by: Heidi Sorensen Branch Manager: Heidi Sorensen
Don’t Be A Sucker And Fall For Sour Service Continued
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Financial Institution: Livingston State Bank Location: Platteville Walmart Supercenter #958 City and State: Platteville, WI Mandy Johnson and Jessica Paulson Submitted by: Assistant Managers Branch Manager: Jim Torstenson
Color Your Future Bright with Livingston State Bank Category: Children’s Accounts Promotion: During the month of August, we held a back-to-school promotion. The goal was to open 5 new minor savings accounts. The promotion ran for 1 month. We held a coloring contest. The coloring sheets we presented the children were a blank piece of paper with the words “Color Your Future Bright…” From there they were encouraged to draw what they wanted to be in the future. Our staff also drew pic- tures. We had a great fun with this promotion. Decorations: For decorations we placed giant crayons throughout the branch. We also made chalkboards on the branch walls. Promotional PA: N/A
Results: At the conclusion of the promotion, we had opened a total of 4. We felt is was a huge success.
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Financial Institution: Livingston State Bank Location: Platteville Walmart Supercenter #958 City and State: Platteville, WI Mandy Johnson and Jessica Paulson Submitted by: Assistant Managers Branch Manager: Jim Torstenson
Come Join Our Herd! It’s ‘Utterly’ Fantastic! Category: Customer Service Promotion: We found a clever way to highlight the stellar customer service we offer at our in-store location.
Wisconsin is a state that is large into dairy production. During this month-long promotion, we distributed milk and cheese to our customers and shoppers. The best part of this promotion is that we held a contest to name two calves from the farm of one our fellow employees. Decorations: We also decorated the office in a barn theme complete with cow spots and model farm equipment placed throughout the office. Promotional PA: N/A
Results: The promotion was a great success! We opened 20 new accounts during the month-long promotion.
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Financial Institution: Members Alliance Credit Union Location: Walton Street Walmart #1490 City and State: Rockford, IL Submitted by: Lindsey Klaas Branch Manager: Lindsey Klaas
Sweet Service, Sweet Loans, Sweet Hours Category: Loans Promotion: We promoted our stellar member service, all loan products, and our extended and convenient branch hours. Decorations: The branch was decorated with gumballs and gumball machines that were scattered throughout the branch. Our members/potential mem- bers could get free gumballs, too, when they visited our branch.
We also had the saying, "Sweet Service, Sweet Loans , Sweet Hours," on the main wall. A table held information about our promotion and our rate sheets. The message board displayed our car loan rates which received a lot of attention. Promotional PA: N/A
Results: We opened 26 new memberships and booked $148,000 in new loans!
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Financial Institution: Members Alliance Credit Union Location: Riverside Walmart #5398 City and State: Rockford, IL Submitted by: Nicci Barton, Assistant Branch Manager Branch Manager: Matt Lynch
Check Out our ‘Sweet’ Loan Rates
Category: Loans Promotion: The goal of the promotion was to promote our variety of loan products while also offering incentives to open memberships and checking accounts. During aisle time we distributed business cards with cute sayings on them and a piece of Baskin Robbins Candy.
Once a shopper either opened a membership, checking account, or applied for a loan, we gave them a ‘buy one, get one free’ coupon to Dairy Fair, a local ice cream stand, who is a member. These coupons were specially made for us to use on this promotion.
If it was a loan application, they were able to pick from a wall of 20 ice cream cones that contained a variety of prizes ranging from another coupon to an ice cream cake from Baskin Robbins (Valued at $20). Decorations: Our branch was decorated with an ice cream theme complete with cutouts of ice cream cones on the walls and dangling from the ceiling. We also had two slogans on the walls: 1) "Don't let your money melt away, hurry in to Members Alliance Credit Union for our Sweet Loan Rates!" and 2) "Come check out our sweet loan rates before they melt away." Promotional PA: N/A
Results: For that month, we were able to take in 19 loan applications and 2 Visa applications. 9 of these applications were disbursed for over $110,000 in new loans. In addition we opened 49 new memberships and 21 new checking accounts!
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Financial Institution: ORNL Federal Credit Union Location: Morrell Road Food City #694 City and State: Knoxville, TN Submitted by: Melanie Sheffler, Assistant Branch Manager Branch Manager: Megan Adamson
Candy Land Employee Incentive Game
Category: Contest, Poems, Music, Trivia Promotion: Each morning, we will pull our ‘MY POINTS’ and advance our game pieces on a standard Hasbro Candy Land game board the appropriate number of spaces for our previous day referrals. We also award goodies and recogni- tions during this time. Each associate is responsible for tracking their referrals and making sure that they conduct “meaningful” cross sells. We also track Credit Union Community Insurance (CUCI) expiration dates and log in the account numbers.
Game Board Space Values: Consumer Loan closed and on books: 5 spaces Talked to MSO (did application) but did not close: 2 spaces CUCI Expiration dates: 3 spaces CyberBranch (accepted): 1 space Certificate of Deposit (opened): 1 space Checking account (opened): 2 spaces
Mini Prize: Land on a space with a piece of candy and receive a mini reward!
Grand Prize: The first person to complete the game of Candy Land will have the choice of: Gift Card for Manicure Magazine subscription Movie Tickets Second Place: The second place winner will be rewarded with a yummy surprise!
The game was a huge hit and really motivated our in-store team.
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Financial Institution: ORNL Federal Credit Union Location: Powell Kroger #549 City and State: Knoxville, TN Submitted by: Ronnie Barnes, Assistant Manager Branch Manager: Stanley Bollinger
Brag Book Coaching Tool
Category: Other & Miscellaneous Promotion: Our credit union recently adopted a new ‘sales team’ initiative in each branch. I head the sales team for my in-store location. As a way to offer associates a visual of their progress, I developed the concept of the Brag Book. Each associate decorates their book as they please. The contents include items such as:
• Quarterly coaching reviews • Quality Loop surveys • Thank you notes and cards from other employees • Certificates of Achievement/Awards/Pictures • Emails and thank you notes from members • Individual goal sheets updated continuously
With budget constraints this year, this program has quickly become a very inexpensive means for us to reward and motivate the staff. Everyone loves recognition! When we do quarterly coaching with each individual, they bring their books with them to show off their accomplishments. Results: Each in-store associate take pride in their brag book and their individual and team goals. There is a renewed energy in our branch. The books have become a big hit and some of the other branches have actually begun having their associates create a brag book as well.
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Financial Institution: ORNL Federal Credit Union Location: Powell Kroger #549 City and State: Knoxville, TN Submitted by: Ronnie Barnes, Assistant Manager Branch Manager: Stanley Bollinger
Brag Book Coaching Tool Continued
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Financial Institution: Potlatch No. 1 Federal Credit Union Location: Ponderay Walmart #2485 City and State: Ponderay, ID Submitted by: Dan Williams Branch Manager: Dan Williams
Two Tickets 2 Paradise!
Category: Loans Promotion: Our branch goal was to increase loans through a non-conforming idea such as a vacation getaway. The idea is to get those firmly employed and with decent credit into the branch. We have low risk loans that allows the hard workers of our area a way to finance their dream vacation. Decorations: Our decoration plan centered on a Hawaiian tropical theme. We strung a grass skirt across our teller line, hung colorful leis from the ceiling and pineapples and passion fruit around the branch. A giant palm tree sat in the corner of our branch. Promotional PA: N/A
Results: N/A
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Financial Institution: Potlatch No. 1 Federal Credit Union Location: Ponderay Walmart #2485 City and State: Ponderay, ID Submitted by: Dan Williams Branch Manager: Dan Williams
Two Tickets 2 Paradise! Continued
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Financial Institution: Potlatch No. 1 Federal Credit Union Location: Walmart #3472 City and State: Post Falls, ID Submitted by: Trudi Beckett, Member Service Representative Branch Manager: Kim Teigen
Get Hooked on P1FCU!
Category: Savings, Checking Accounts Promotion: We promoted our Free Checking Accounts. Our goal was to open 10 new accounts or as many as possible in 2 weeks, promote our free debit cards and free online bill pay. We also promoted the longer in- store branch hours.
We held a drawing for shoppers. The winner received a large bobber cooler and tackle box. Decorations: We decorated the branch with stuffed fish, fishing lures, fishing nets and teddy bears in fishing gear. Promotional PA: N/A
Results: N/A
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Financial Institution: Potlatch No. 1 Federal Credit Union Location: Walmart #3472 City and State: Post Falls, ID Submitted by: Trudi Beckett, Member Service Representative Branch Manager: Kim Teigen
Get Hooked on P1FCU! Continued
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Financial Institution: Potlatch No. 1 Federal Credit Union Location: Walmart #3472 City and State: Post Falls, ID Submitted by: Trudi Beckett, Member Service Representative Branch Manager: Kim Teigen
Get Hooked on P1FCU! Continued
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Financial Institution: SAC Federal Credit Union Location: Hy-Vee #1514 and Super Saver # 20 City and State: Omaha and Papillion, NE Submitted by: Crissy Hayes Branch Manager: Shannon Fairchild
Jump On Board The Bunny Bus
Category: Children’s Accounts Promotion: The purpose of the promotion was to increase new minor savings accounts. Our goal was 10 new accounts. Decorations: We decorated a grocery cart as a school bus with our Money Bunny hanging out of the bus window. The "Bunny Bus" was pushed around the store aisle's during business development time. Flyers and bunny stickers were distributed to parents with small children.
Our message board read, “Jump on board the Bunny Bus. Join the Money Bunny Club!” Promotional PA: N/A
Results: The Bunny Bus promotion was successful, cost only $25.00 and brought in 12 new accounts.
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Financial Institution: SAC Federal Credit Union Location: Hy-Vee #1514 and Super Saver # 20 City and State: Omaha and Papillion, NE Submitted by: Crissy Hayes Branch Manager: Shannon Fairchild
Jump On Board The Bunny Bus Continued
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: Jaime Diederich, Customer Service Representative Branch Manager: Debbie Pierce
Super Bank
Category: Other & Miscellaneous Promotion: The promotion was tied to Super Bowl XLIII. We wanted customers to know that our “team” is superior to the “other” bank’s team. A wide variety of products and services were featured. Decorations: Our “team” wore their favorite football jersey with jeans on Friday and Saturday. We shared pop and chips with hungry customers. Promotional PA: N/A
Results: This promotion was ongoing at time of submission.
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: Jaime Diederich, Customer Service Representative Branch Manager: Debbie Pierce
Super Bank Continued
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: MaryAnn Cram, Assistant Branch Manager Branch Manager: Debbie Pierce
Rake Up The Savings
Category: Other & Miscellaneous AND Loans Promotion: Our goal was to highlight a special interest rate on auto loans as well as make customers aware of the free accounts we offer.
We offered a drawing for a leaf blower and later used the registration form for referrals. Decorations: Leaves hung from the ceiling and on boards as well as the office window. A small rake was used to show the leaves being raked up. Promotional PA: “Good ______Walmart Shoppers! Let The Citizens State Bank help you ‘Rake Up’ The Savings with a direct bank account! This account offers unbeatable benefits like no monthly service charge, unlimited check writing, two FREE boxes of checks, and many more! Stop by the bank at the front of this Walmart and let The Citizens State Bank help you rake up all the savings with this great account! And while you’re there, be sure to register for a leaf blower we’re giving away. Have a great day From the staff at The Citizens State Bank and Walmart!” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: MaryAnn Cram, Assistant Branch Manager Branch Manager: Debbie Pierce
Rake Up The Savings Continued
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: Debbie Pierce Branch Manager: Debbie Pierce
Ropin’ Your Way to Good Ol’ Banking
Category: Convenience, Hours Promotion: The purpose of this promotion was to make shoppers aware of good ol' bankin' with convenient hours, excellent customer service and no "bull" fees! Our slogans were: 1) Ropin' your way to convenient hours and wonderful service. 2) Tip your hat to the bank that works for you! 3) We won't steer you in the wrong direction and there won't be any hidden fees to tie you down! Decorations: N/A Promotional PA: “Attention Walmart Shoppers! At The Citizens State Bank, we won’t steeeeeer you in the wrong direction! That’s NO BULL!! Stop by our branch at the front of this Walmart and let us feed all your financial needs! Have a great day from the staff at The Citizens State Bank!”
“Hello Walmart Shoppers! Is it time to ‘break--away’ from your bank’s fees? At The Citizens State Bank there isn’t any hidden fees that’ll tie yu down—Just good ol’ bankin’! Round up your buddies and stop by The CSB and we’ll ‘steer’ you in the right direction! You’ll be ropin’ a good one with The Citizens State Bank—No ‘slack’ about it! Have a great day from Walmart and The CSB!” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #993 City and State: McPherson, KS Submitted by: MaryAnn Cram, Assistant Branch Manager Branch Manager: Debbie Pierce
Safeguard Your Future
Category: Other & Miscellaneous Promotion: This promotion celebrated our financial institution’s 105th year within the banking industry. We wanted shoppers and current customers to know that The Citizens State Bank was a safe, secure, solid and stable bank that has been centered on the commitment to our customers and the communities we live in for the past 105 years. Decorations: N/A Promotional PA: “Good _____ Walmart Customers: It’s always a good feeling to be safe and secure! We have firemen that safeguard our homes, policemen that safeguard our streets and military that safeguard our country. So, why not have a bank that safeguards your money? At The Citizens State Bank you are important to us; which is why we want you to be protected. Stop in today and ask us how we work to ensure your accounts are safe. Have a wonderful day from Walmart and The CSB!” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Joyce Hake, Assistant Branch Manager Branch Manager: Debbie Pierce
Get Smart with Your Financial Planning
Category: Investment Accounts/Retirement Promotion: Our branch wanted to promote The Citizens State Bank’s financial services and all the various products available. Specific emphasis was placed on the 529 Education Learning accounts, financial planning and brokerage needs. Decorations: N/A Promotional PA: “Good ______Walmart Shoppers! Get smart at The Citizens State Bank by bringing your financial questions to us. We have answers for you! Our financial advisors can be of assistance to you in setting up your retirement accounts to make every day a worry free day! Leave a financial heritage by being a smart investor. We welcome your questions and comments at The Citizens State Bank at the front of your Newton Walmart. Have a great day!” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Brooke Wedel, Customer Service Representative Submitted by: Debbie Pierce, VP/Branch Manager Branch Manager: Debbie Pierce
Come Fetch What We Have to Offer
Category: Internet/E-Services Promotion: Our slogan read, “Let The CSB help you beat the heat during these lazy, dog days of summer! Focus on FREE internet banking, bill pay and E-Statements.”
We encouraged shoppers and customers to support the local Humane Society. We also ask Walmart employees, shoppers and our customers to bring in pictures of their puppies for a photo contest. Decorations: “Good ______Walmart Shoppers! During the ‘dog days’ of summer, who wants to be out and about when you could stay indoors? At The Citizens State Bank, we offer online banking and telephone banking so you don’t have to get out in the hot sultry summer weather. Why get out in the heat when you can stay indoors to pay your bills, manage your account, and even make transfers? And when the summer heat is too much, you can save yourself a trip by banking at The CSB at the front of this Walmart store after getting your groceries. Everyone at The CSB wishes you a cool and relaxing summer. Have a great day from The Citizens State Bank and Walmart.” Promotional PA: N/A
Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Debbie Pierce Branch Manager: Debbie Pierce
What’s YOUR Number?
Category: Investment Accounts/Retirement Promotion: The “YOUR Number” campaign provided clarity for customers by turning the distant vision of retirement into a clear, tangible goal — their number. Decorations: We decorated the branch with cutouts of various numbers. We also utilized assorted professional posters and stand-ups created by our marketing department. Promotional PA: “Take the STRESS out of your retirement planning. Let the financial experts at The Citizens State Bank help you find YOUR number. Stop by our branch at the front of this Walmart and schedule a FREE consultation. We’re here to help you save the most of your hard working dollars. Have a great day from the staff at The Citizens State Bank and Walmart.” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Debbie Pierce Branch Manager: Debbie Pierce
What’s YOUR Number? Continued
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Top 10 Reasons to Save
Category: Savings, Checking Accounts AND Investment Accounts/Retirement Promotion: We promoted savings accounts. Decorations: Throughout the branch, we posted pictures of money along with various reasons to save (i.e., Vacations, Emergencies, Retirement, Home Improvements, Relocation, New Car, Education, Christmas, Health/Dental, Vehicle Repairs). We placed the promotion slogan on our cabinets along with dialogue boxes listing all the reasons to and benefits of saving. Promotional PA: “Good Morning/Afternoon Wal-Mart Shoppers. Looking Forward to a Vacation? Have a wedding to plan? What about retirement? Make today the day you start a savings account with The Citizens State Bank. We have a friendly staff, convenient hours Monday thru Friday from 9-7 and Saturdays 9-4. Come see us today and let the savings begin! The Citizens State Bank is a member FDIC.”
“Good Morning/Afternoon Wal-Mart Shoppers. Christmas is over but the time to plan is now! Check into our savings account options whether it be for retirement, vacation or travel. The Citizens State Bank has an account to meet your needs! We have extended hours Monday thru Friday 9-7 and Saturday 9-4. Let our friendly staff help you out today! The Citizens State Bank is a member FDIC.” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Top 10 Reasons to Save Continued
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Joyce Hake, Assistant Branch Manager Branch Manager: Debbie Pierce
Let Us Be the Masters of your Finances
Category: Investment Accounts/Retirement Promotion: We promoted The Citizens State Bank’s financial services and all the various products they offer. Specific attention was drawn to 529 Education Learning accounts, financial planning and brokerage needs. Decorations: Our decoration plan centered around a golf theme. Promotional PA: “Good _____ Walmart Shoppers! Let The Citizens State Bank be the master of your finances! If you’re thinking about getting a loan, come to the bank and apply for it today! We’ll try our best to help you. Don’t get caught in a bunker, hit it out with The Citizens State Bank where we are your caddie!”
“Good ______Walmart Shoppers! The Citizens State Bank inside your McPherson Walmart would like to invite you to take a guess at our golf trivia question. If you know the answer to this question, come to the bank and register to win a $30 gift certificate to Turkey Creek Golf Course or Walmart! Today’s question is…[insert question here] Hope to see you soon! Have a great day from The Citizens State Bank and Walmart!” Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Get On the Winning Team with The CSB
Category: Other and Miscellaneous Promotion: We held this promotion to demonstrate to customers and shoppers just how strong our team is, in terms of providing quality products and services. Decorations: Our decoration plan centered on the sport of football. Promotional PA: N/A
Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Get On the Winning Team with The CSB Continued
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Sweet Rewards with The CSB
Category: Customer Service Promotion: We held a contest asking customers to submit their guess as to how many conversation hearts were in a container. The winner or closest guess received a romantic dinner for two at a local restaurant. Decorations: The branch was decorated with hearts for Valentine's Day. We high- lighted the various bank conveniences on cutouts of hearts (i.e., free checking, online banking, convenient hours). Promotional PA: N/A
Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Matt Segar, Customer Service Representative Branch Manager: Debbie Pierce
Sweet Rewards with The CSB Continued
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Carol Wallace, Customer Service Representative Branch Manager: Debbie Pierce
Online Banking Does The Work For You
Category: Internet/E-Services Promotion: The purpose of the promotion was to spark interest for online bank- ing and online bill pay. Decorations: Our cabinets held our slogan surrounded by 2 laptops. We also placed cutouts of stamps and letters with a slash through them. Promotional PA: N/A
Results: N/A
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Financial Institution: The Citizens State Bank Location: Walmart #2428 City and State: Newton, KS Submitted by: Carol Wallace, Customer Service Representative Branch Manager: Debbie Pierce
Online Banking Does The Work For You Continued
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Financial Institution: The Heritage Bank Location: Abercorn Kroger #404 City and State: Savannah, GA Submitted by: Abercorn Staff Branch Manager: Julie Wood
Our Free Checking is Hot!
Category: Savings, Checking Accounts Promotion: Our goal was to promote our new ‘Free’ checking account. We hoped to open 10 new accounts. Decorations: N/A Promotional PA: N/A
Results: We opened 13 new accounts during the month-long promotion.
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Financial Institution: The Heritage Bank Location: Berwick Kroger #645 City and State: Savannah, GA Submitted by: Cindy LaClare Branch Manager: Cindy LaClare
Going Green Made Easy with E-Statements Category: Internet/E-Services Promotion: Our goal was to encourage clients to sign up for paperless statements and to take advantage of our internet banking services. We conducted aisle time and connected with shoppers. During our aisle time, we ex- plained to shoppers and clients that if they sign-up for e-statements and internet banking, they will also save the $3.00 fee for a copy of the statement. Decorations: We decorated the branch by placing a large tree in its center. Promotional PA: N/A
Results: During the month-long promotion we had 10 clients sign-up for e- statements and 8 internet banking applications.
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Financial Institution: The Heritage Bank Location: Ft. Stewart Commissary City and State: Ft. Stewart, GA Elizabeth Bowen, Full-Time Teller and Submitted by: Mildred Lott, Branch Manager Branch Manager: Mildred Lott
Help Your Children Look Towards the Future Category: Savings, Checking Accounts Promotion: Our goal was to get parents to open a ‘My Savings’ account to help their children reach their financial goals for the future through savings. Decorations: We placed photos of children that shopped in our branch. Beside their photos, we placed a dialogue bubble sharing what they were dreaming or thinking to become in the future. Promotional PA: N/A
Results: This promotion was currently running at time of submission.
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Financial Institution: The Heritage Bank Location: Hunter PX Mall City and State: Savannah, GA Submitted by: Emily Clark Branch Manager: Emily Clark
Free Checking Account
Category: Savings, Checking Accounts Promotion: Our goal was to highlight our Free Checking Account. We don’t want our clients to worry about the fees that come with having a checking account. We feel our clients deserve the best. Our slogan was, ‘Start saving your money today by opening a Free Checking Account at The Heritage Bank.’ Decorations: We decorated our branch with play money and play coins. Promotional PA: N/A
Results: The Free Checking account is the most popular account at the Hunter PX Mall Branch. The promotion concluded with 15 new accounts opened.
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Financial Institution: The Heritage Bank Location: Northside Walmart #2630 City and State: Jesup, GA Submitted by: Northside Staff Branch Manager: Elizabeth Brooker
Grow Your Nest Egg with The Heritage Bank Category: Savings, Checking Accounts Promotion: Our goal was to encourage clients to open savings accounts for themselves, their children, grandchildren, etc. We encouraged them to invest to put money away for an emergency or special occasion. Decorations: We decorated the branch as a bird’s nest. Promotional PA: N/A
Results: We opened a total of 25 new accounts during this promotion.
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Financial Institution: The Heritage Bank Location: Oglethorpe Highway Kroger #487 City and State: Hinesville, GA Submitted by: Keyliz Castillo Branch Manager: Keyliz Castillo
Travel with Ease
Category: Other and Miscellaneous Promotion: Summer is here and during this time people travel more. Our goal was to make our clients aware of the Travel Money Card service that we offer. We hoped to promote its convenience and the ease of use. For every checking account that we opened, we promoted the Master Money Debit Card to explain the convenience of traveling with this feature. Decorations: We decorated the branch with travel information and pictures of the Master Money Debit Card. Promotional PA: N/A
Results: We submitted a total of 78 Master Money Card applications during the month of March.
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Financial Institution: The Heritage Bank Location: Southside Walmart #862 City and State: Hinesville, GA Submitted by: Jessie Shepard Branch Manager: Marvin Beason
Don’t Hide Your Money Under Your Mattress Category: Savings, Checking Accounts Promotion: Our goal was to open more free checking accounts and to allow our current and potential clients experience accounts with no monthly services charges. We promoted the safety of depositing their hard earned money with The Heritage Bank versus hiding it under the mattress. Decorations: The branch was decorated with a person lying on a bed with play money and coins sticking out from under the mattress. Promotional PA: N/A
Results: We opened 35 new Free Checking Accounts during this promotion.
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Financial Institution: The Heritage Bank Location: Waycross Walmart #556 City and State: Waycross, GA Submitted by: Artelia Weatherspoon Branch Manager: Artelia Weatherspoon
Grow Your Nest Egg with The Heritage Bank Category: Savings, Checking Accounts Promotion: The goal was to open up more checking and savings accounts. We distributed seed packets during aisle time to shoppers and customers to entice them to visit the branch and open up an account. Decorations: The branch was covered in flowers. We also placed a table directly in front of our branch that held a pot of flowers, play money and product brochures. The decorations were very eye-catching. Promotional PA: N/A
Results: We opened 20 new accounts during this month-long promotion.
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Financial Institution: The Heritage Bank Location: Ford Avenue Kroger #474 City and State: Richmond Hill, GA Submitted by: Errica Padgett Branch Manager: Errica Padgett
Use Travelex for Destination X
Category: Savings, Checking Accounts Promotion: We hoped to increase awareness about the product to clients as to how convenient it is to carry the Master Money Debit Card. Decorations: We decorated our branch in a travel theme highlighting exotic vacation locations. Promotional PA: N/A
Results: We gained a total of 53 new Master Money Debit Card applications during this promotion.
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Financial Institution: The Heritage Bank Location: Ft. Stewart PX Mall City and State: Ft. Stewart, GA Submitted by: Kathe Joseph Branch Manager: Kathe Joseph
Ho! Ho! Ho! To Savings!
Category: Holiday Related Promotion: We wanted to inform new and existing clients about the easy way to save for next Christmas by promoting our Christmas Club savings account. Decorations: We decorated our branch with a Christmas theme complete with garland, holly, candy canes and a Christmas tree. Promotional PA: N/A
Results: We opened a total of 9 Christmas Club Accounts during the month of November and a total of 11 Christmas Club Accounts during the month of December. We felt this was a great success.
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Financial Institution: The Heritage Bank Location: Kingsland Winn Dixie #0166 City and State: Kingsland, GA Submitted by: Elaine Haley Branch Manager: Elaine Haley
Score A Touchdown with THB Free Checking Category: Savings, Checking Accounts Promotion: Our goal was to establish new clients and introduce our free checking to the public while being in the spirit of the local sporting event (Georgia/Florida Football Game) which took place in our area. Decorations: Our decorations kept in line with the football theme. Half of our branch was decorated in Georgia colors and memorabilia while the other half was decorated in Florida colors and memorabilia. Associates also dressed in their favorite team jerseys on Fridays and Saturdays. Promotional PA: N/A
Results: We opened 15 new accounts during this promotion.
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Financial Institution: The Heritage Bank Location: Statesboro Walmart #754 City and State: Statesboro, GA Submitted by: Caitlin Pumpelly Branch Manager: Catlin Pumpelly
Foot Loose and Cancer Free
Category: Other & Miscellaneous Promotion: Our branch was raising money for Relay for Life. The event allows us to promote our bank while helping our community raise money for the American Cancer Society. Our donation cards were in the shape of feet. Once a client or shopper purchased a foot, we hung it on our branch wall. Decorations: Associates dressed up as characters from the movie, Footloose. We also placed cutouts of feet all over our branch. Promotional PA: N/A
Results: We raised a total of $862.09 for Relay for Life.
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Financial Institution: The Heritage Bank Location: Rincon Walmart #1011 City and State: Rincon, GA Submitted by: Kimberly Brantley and Melodi Meyer Branch Manager: Judy Shurling
Let Your Money Grow with The Heritage Bank Category: Savings, Checking Accounts Promotion: We promoted all the different ways that THB helps clients save money. We highlighted our checking and savings accounts. Decorations: Our decorations consisted of green grass, colorful flowers, clouds made of cotton and coins falling from the clouds. Promotional PA: N/A
Results: The results were great. We opened 31 new checking accounts, 19 new savings accounts and 135 Master Money Debit Cards during this month-long promotion.
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Financial Institution: The Heritage Bank Location: Brunswick Walmart #0639 City and State: Brunswick, GA Submitted by: Brunswick Staff Branch Manager: Shirley Watson
Put Your Money Where Your Mouth Is
Category: Savings, Checking Accounts Promotion: We wanted to raise awareness of and promote our Christmas Club Savings account which requires only a $5.00 minimum deposit to open. We accomplished this by holding a client appreciation day. We offered passersby and clients finger foods, sub sandwiches and other light refreshments. Our slogan is based on our encouraging shoppers to “put their money where their mouth is.” Decorations: N/A Promotional PA: N/A
Results: This promotion resulted in 20 new Christmas Club accounts.
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Financial Institution: The Heritage Bank Location: Truman Parkway Walmart #605 City and State: Savannah, GA Submitted by: Margarita Malacara Branch Manager: Yvette Bennett
Let THB Make Your House A Home
Category: Loans Promotion: The promotion highlighted our wonderful mortgage department that can help clients achieve their goal of becoming a home owner. Decorations: N/A Promotional PA: N/A
Results: This promotion is still being conducted.
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Financial Institution: The Heritage Bank Location: Savannah 204 Walmart #635 City and State: Savannah, GA Submitted by: Savannah 204 Staff Branch Manager: Cici Badger
We Have the Perfect Recipe For All Your Banking Needs Category: Other & Miscellaneous Promotion: Our promotion was designed to inform clients about the products and services offered at the branch. Decorations: Our decorations included mixing bowls, wooden spoons, ingredients for baking, aprons, etc. Promotional PA: N/A
Results: We opened 47 checking accounts, 27 savings accounts and signed-up 89 Master Money Debit Cards during the month-long promotion.
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Financial Institution: TS Bank Location: Hy-Vee #1101 City and State: Council Bluffs, IA Submitted by: Kay Bahl Branch Manager: Kay Bahl
At TS Bank— We’re All Shook Up Over TS Checking Category: Savings, Checking Accounts Promotion: Elvis Presley celebrated his 71st birthday on January 7, 2009, and TS Bank celebrated the convenience of our paperless TS Checking account. Our goal was to increase awareness of our TS Checking account and open at least ten new checking accounts. Decorations: We used records cut from poster board and gold stars to decorate. On Elvis' actual birthday, we went all out! We dressed up in 50's clothing, played Elvis music, asked Elvis trivia questions, served fried banana and peanut butter sandwiches, and even got a special visit from Elvis himself! Promotional PA: N/A
Results: Our promotion was a huge success! Not only did clients and non-clients alike love it, but we opened 16 new checking accounts from the beginning of the promotion (January 1st) through the end (January 17th).
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Financial Institution: Tucson Federal Credit Union Location: Fry’s Marketplace #679 City and State: Sahaurita, AZ Submitted by: Lisa Parga Branch Manager: Lisa Parga
Now Showing...movie Night with Tucson federal credit union Category: Other & Miscellaneous Promotion: This promotion was perfect for Valentines day. We raffled off a gift basket that contained: two $25.00 Olive Garden gift cards, a $15.00 Blockbuster gift card, a tub of popcorn, Red Vines, Whoppers and two 16 oz Cokes. We told members that they could take their significant other for a night ‘on the town’ with one of our Platinum Credit Cards. Then we would request they enter our raffle for a chance to win our beautiful basket!
On Senior day and each Friday, we distributed bags of popcorn la- beled, "Compliments of TFCU," and added tags to some that read, "We Have Money to Lend." It was a little hard to add the tags because customers would take the bags as fast as we filled them up! They absolutely loved it!!
Our main hope was to increase our Visa Credit card accounts. Our goal was 10 Visa applications. Decorations: N/A Promotional PA: N/A
Results: We took in 7 Visa Applications; 4 of them were approved. We ended up with 43 new accounts and 13 new loans for a total of $98,513.31. All in all, it was a big success!
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Financial Institution: Tucson Federal Credit Union Location: Fry’s Marketplace #679 City and State: Sahaurita, AZ Submitted by: Lisa Parga Branch Manager: Lisa Parga
Santa’s Night Out
Category: Holiday Related Promotion: Fry’s Marketplace held a promotion entitled, "Santa's Night Out." Each department within the store held their own activity. One department offered a cookie decorating table and another children’s coloring sheets. We had a table out so kids could make their own r eindeer puppets.
We also distributed out magic reindeer food. Attached was a poem that read, Sprinkle this in your yard on Christmas Eve night. The light of the moon will make it sparkle bright. As Santa's reindeer fly and roam, this will guide them to your home! The kids really enjoyed making their own puppets and loved the reindeer food. Decorations: N/A Promotional PA: N/A
Results: We ended up with 45 new accounts and 17 loans that totaled $192,069.29!!
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Financial Institution: Tucson Federal Credit Union Location: Fry’s Marketplace #689 City and State: Marana, AZ Submitted by: Leta Pearl Branch Manager: Leta Pearl
Leap into a home mortgage At Tucson federal credit union Category: Loans Promotion: Our focus for the month of March was to promote our mortgage loans. For our aisle walks, we gave shoppers the opportunity to pull out a gold coin from our St. Patrick's Day bucket. Each gold coin was tagged with a prize. The prize's included: $4.00 gift card to Starbuck’s, $5.00 gift card to Fry's Marketplace and a gold coin or a mystery bag with a bunch of goodies.
On St. Patrick's Day, we had our prize wheel with the same prizes. We passed out ice cream with green sprinkles to commemorate the occa- sion. Decorations: N/A Promotional PA: N/A
Results: N/A
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Financial Institution: Tucson Federal Credit Union Location: Fry’s Marketplace #689 City and State: Marana, AZ Submitted by: Leta Pearl Branch Manager: Leta Pearl
Leap into a home mortgage At Tucson federal credit union Continued
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