Embed Size (px)
DESCRIPTION
2014 Fall Visa Retail Branch Promotion . ROCK! PAPER! ACTION!. Promotion Overview. Designed to boost Visa card growth in-branch Educate employees on Visa credit and debit card products Help employees proactively sell and cross-sell Visa credit and debit cards - PowerPoint PPT Presentation
Citation preview
(1) 6/20/2012(1) 6/20/2012
2014 Fall Visa Retail Branch Promotion
ROCK! PAPER! ACTION!
(3) 6/20/2012
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
(4) 6/20/2012
Promotion Details+ Enrollment deadline is June 13, 2014+ Promotion runs from September 1 – October 31, 2014+ This promotion is all about your branch employees
• Helps strengthen their Visa product knowledge• Gives them the tools to be confident in selling Visa cards
+ Branch managers are encouraged to set goals for their staff and promote the campaign with fun activities
+ Managers should refresh their staff on your credit union’s card benefits
+ Online training is available for all employees
(5) 6/20/2012
Instant Win Game+ Employees receive scratch card
• For every credit application taken • For every referral that leads to a credit application• For every new debit card opened (if applicable)
+ Manager distributes scratch card to employees + Employees scratch card to reveal a prize or “no prize”+ 50 - 50 chance of winning a prize+ Employees receive prize if card is a “winner” + Prize pool includes:
• Gift cards of $10 value • Gift cards of $5 value• Gift cards of $1 value
(6) 6/20/2012
Manager Responsibilities+ Hold promotion kick-off at your branch+ Schedule online training for all branch employees
• Encourage employees to complete the training+ Help educate employees on your Visa card products+ Get employees excited about winning prizes
• Give “winners” recognition+ Keep employees motivated
• Create friendly competition+ Distribute prizes for applications taken+ You should track applications taken and prizes
distributed
(7) 6/20/2012
Branch Kits+ Branch Kit is distributed to each participating branch
• Sent directly to branch managers+ Kit contains -
• Branch Manager’s Guide• Poster for break room • Lay by Cards for employee reference• Scratch Off Instant Win Game Cards• Prizes*
+ Additional kits are available if needed
*Prizes are subject to change based on merchant availability
(8) 6/20/2012
Manager’s Guide
• Fold out 6-page document• Steps to get started• How promotion works• What manager does• What employees do• Instant Game Rules• How to order more kits
(9) 6/20/2012
Employee Lay by Card
• Employee Reference Guide
(10) 6/20/2012
Break Room Poster
• Display poster for employee break room
(11) 6/20/2012
Online Training+ Each employee will be given access to the Visa online training
site developed by Advisors Plus+ Training consists of 4 classes (CU decides which apply)
• Visa Consumer Credit• Visa Consumer and Business Credit• Visa Consumer Debit• Visa Consumer and Business Debit
+ Online training course is self-paced • Should take between 15 – 45 minutes to complete
+ Employee takes quiz at end of training course• Receives music download code upon successful completion
(12) 6/20/2012
Campaign Site+ Site is on MemberConnect in Advisors Plus section
+ MemberConnect link is https://members.pscufs.com
+ Advisors Plus landing page link ishttps://members.pscufs.com/products/advisorsplus/aplus_marketing.php
(13) 6/20/2012
Campaign Site+ Enrollment Form+ Promotion Overview Recorded Session+ Promotion Overview PowerPoint+ Manager Tips and Tricks
Available in July 2014:+ Branch Manager Kick-Off Recorded Session+ Online Training Demo
For use during the promotion only:+ Additional Branch Kit Request Form
(14) 6/20/2012
Why Participate?+ There is no cost to participate.+ PSCU and Visa have funded all materials, prizes and
training.+ Great way to educate your employees on the benefits of
your Visa cards.+ Create fun and excitement at your branches (including call
centers, loan departments and customer service areas)
+ Contact your PSCU Account Executive for more information about the promotion.
(15) 6/20/2012
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
(17) 6/20/2012
