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Visa® Retail Branch Promotion Kick-Off

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Agenda+ Promotion Overview+ Instant Win Game+ Manager Responsibilities+ Branch Materials+ Online Training+ Campaign Site+ Key Dates+ Questions

ROCK! PAPER! ACTION!

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Promotion Overview

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Promotion Overview+ Designed to boost Visa® card growth in-branch+ Educate employees on Visa credit and debit card

products+ Help employees proactively sell and cross-sell Visa

credit and debit cards+ Employees receive a chance to win a prize whenever

they help members apply for a new Visa card+ Branch materials provided to motivate employees+ Fully funded by PSCU and Visa

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Promotion Details+ Promotion runs in-branch from April 1– May 31+ 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 from PSCU

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Instant Win Game

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Instant Win Game+ Employees receive scratch card

(as applicable to cards credit union is promoting*)• For every credit application taken • For every referral that leads to a credit application• For every new debit card opened

+ 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”

*where PSCU is the card processor

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Prizes

Instant Win Game Prizes include:

+ $10 iTunes gift cards

+ $5 Amazon.com gift cards

+ Redbox promotion codes for overnight DVD rentals

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Instant Win Game Scratch Cards

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Manager Responsibilities

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Suggestions for Managers+ Inventory branch kits when received+ Store instant win game prizes in a safe location+ Hang poster in employee break room+ Set goals for your branch to accomplish during promotion+ Design contests to inspire and motivate employees through

out the promotion+ Promote friendly competition with other branches+ Make sure employees are aware of the benefits your Visa

card products have over your competition

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Manager Responsibilities+ Hold promotion kick-off at your branch+ Schedule online training for all branch employees

• Encourage employees to complete the training+ Help educate employees on your Visa card products+ Get employees excited about winning prizes

• Give “winners” recognition+ Keep employees motivated

• Create friendly competition+ Distribute prizes for applications taken+ Managers may want to track applications taken and prizes

distributed (not required by Advisors Plus)

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Branch Materials

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Branch Kits+ Branch Kit is distributed to each participating branch

• Sent directly to managers at each branch+ Kit contains -

• Branch Manager’s Guide• Poster for break room • Lay by Cards for employee reference (5)• Scratch Off Instant Win Game Cards (50)• Prizes* (25)

$10 iTunes gift cards (2) $5 Amazon.com gift cards (4) Redbox promotion codes for overnight DVD rentals (19)

Note: Additional branch kit may be requested when needed. Order form is available online at campaign site.

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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

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Employee Lay by Card

• Employee Reference Guide

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Break Room Poster

• Display poster for employee break room

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Online Training

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Online Training+ Each employee will be given access to the Visa online training

site developed by Advisors Plus+ Training consists of 4 classes (based on CU products offered)

• Visa Consumer Credit• Visa Consumer and Business Credit• Visa Consumer Debit• Visa Consumer and Business Debit

+ Online training course is self-paced • Should take between 15 – 45 minutes to complete

+ Employee takes quiz at end of training course• Receives music download code upon successful completion

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Online Training+ Access the online training site

https://vrbtraining.advisorsplus.com • Username is employee’s credit union email address • Password is created by employee during registration

+ No limit to number of employees who can take course at same time

+ Training site is available from March 17 – May 31+ Training tracking reports will be produced and distributed

• Bi-weekly report for each credit union• Lists employees who have completed class

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Training Topics+ Training classes are available for credit and debit, consumer

and small business + Employee will select appropriate class(es)+ Each class will include:

• Card Benefits• How to Attract Members• Selling Tips• Glossary (not applicable to debit classes)• Quiz

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Online Training Access+ To register, log on to https://vrbtraining.advisorsplus.com

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Training Registration – Page 1

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Training Registration – Page 2

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Intro Page

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Class Sample Page

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Music Download

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Campaign Site

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Campaign Site+ Site is on MemberConnect in Advisors Plus section

+ MemberConnect link is https://members.pscufs.com

+ Advisors Plus landing page link ishttps://members.pscufs.com/products/advisorsplus/aplus_marketing.php

+ Campaign site link is http://www.advisorsplus.com/campaigns/2014-spring-visa-retail-branch-promotion

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Site Contents+ Campaign Details+ Branch Manager Additional Tips

• FAQ’s• Motivation Ideas• Training Tips and Tricks

+ Branch Prize Kit Order Request + Kick-off Presentation+ Recorded Kick-off Webinar Session

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Site Landing Page

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Key Dates

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Key Dates+ Feb. 5 - Promotion Kick-Off Webinar + March 17 – Online training course available to employees+ March 24 – Branch kits arrive at branches+ April 1 – Promotion starts+ May 31 – Promotion ends+ June 10 – Survey+ June 30 – Promotion Analysis

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Questions????

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Teresa WillattCampaign Specialist

twillatt@advisorsplus.com

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