(1) 6/20/2012. Branch Managers Kick Off Visa Retail Branch Promotion Winter 2018
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1 (1) 6/20/2012 Branch Managers Kick Off Visa Retail Branch Promotion Winter 2018
2 Agenda + Overview + Manager Responsibilities + Instant Win Game + Online Training + Additional Information (2) 6/20/2012
3 2018 Visa Retail Branch Promotion Online Training Online Instant Win Game Fun prizes (3) 6/20/2012
4 Promotion Overview + Boost Visa card sales in your branches Not a consumer facing promotion + Educate employees To actively sell Visa credit and debit card products* + Employees receive a chance to win a prize Whenever they help members apply for a new Visa card + Managed by Advisors Plus Partner with Visa approved vendors Fully funded by PSCU and Visa *Based on credit union card offerings (4) 6/20/2012
5 Branch Materials +Branch Manager materials are downloadable on the campaign site Branch Manager s Guide Official Game Rules Steps to get started How promotion works Selling tips Motivational ideas Poster to hang in employee break room (5) 6/20/2012
6 (6) 6/20/2012 Branch Manager s Guide
7 (7) 6/20/2012 Poster
8 (8) 6/20/2012 Manager Responsibilities
9 Manager Responsibilities Before Promotion Starts: + Hold promotion kick-off at your branch + Review Manager s Guide found on campaign site + Download, print, and hang poster in employee break room + Set goals for your branch to accomplish during promotion + Make sure employees are aware of the benefits your Visa card has over your competition Help to answer questions from your members + Schedule online training for all branch employees Encourage them to take training prior to promotion start (9) 6/20/2012
10 Manager Responsibilities During Promotion: + Design fun contests to inspire and motivate employees Think out of the box for ways to promote + Promote friendly competition with other branches + Distribute gameplays as earned + Track applications taken and gameplays distributed + Review tracking reports provided by Advisors Plus Online Training tracking Game Site redemption tracking Keep your employees motivated! HAVE FUN! (10) 6/20/2012
11 Branch Manager Portal Gameplay Assignment Reason for Reward: New Application Referral Applicant Name First and Last (OPTIONAL) Number of Awards to Assign Multiple gameplays can be awarded at once (11) 6/20/2012
12 Key Dates + Branch Kick Off: December 15 + Online training available: January 15 March 31 + Promotion: February 1 March 31 + Game site available: February 1 March 31 + Post-promotion survey: 2nd week of April (12) 6/20/2012
13 (13) 6/20/2012 Instant Win Game
14 Instant Win Game + Employees receive electronic gameplay (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 gameplays to employee + Employee receives with link to redeem Gameplay Directed to the online game site Redeem gameplay for a chance to win a prize Winners receive confirmation with redemption instructions Non-winners will receive message on screen and are encouraged to keep selling for another try + PSCU provides Gameplay Tracking reports during promotion *where PSCU is the card processor (14) 6/20/2012
15 Instant Win Game Prizes Prizes are e-gift codes: $10 Fandango.com $10 itunes $5 Amazon.com $5 Starbucks $5 Target Redbox Overnight Rental Odds out of 100 gameplays 2 2 Fandango.com Code itunes 11 Amazon.com Code 11 Starbucks 11 Target 38 Redbox Overnight Rental 25 No prize awarded (15) 6/20/2012
16 (16) 6/20/2012 Online Training
17 Online Training + Available to every employee Developed by Advisors Plus with Visa approved vendor + Training consists of 4 classes (based on CU products offered) Consumer Credit Consumer and Business Credit Consumer Debit Consumer and Business Debit + Online training course is self-paced Should take between minutes to complete Users will be logged out after 30 minutes of inactivity and will need to log back in to continue the training (17) 6/20/2012
18 Online Training + Access the online training site from anywhere Username is employee s credit union address Password is created by employee during registration + No limit to number of employees who can take course at once + Training site is available from January 15 March 31 + Training tracking reports will be available on the BM portal List of employees who have completed class Branch Managers can pull from BM Portal on the website (18) 6/20/2012
19 Training Topics + Each class will include: Visa Card Benefits and Features How to Attract Members Selling Tips How to Overcome Objections Glossary of Terms (credit classes) Quiz Earn an Amazon.com ecode upon successful completion (19) 6/20/2012
20 Online Training Access Register if first time accessing site Sign on with your credit union address and password created at registration (20) 6/20/2012
21 Training Registration Page 1 Enter credit union name and charter number (21) 6/20/2012
22 Training Registration Page 3 Use your credit union address Enter Branch location Create your own password and security question (22) 6/20/2012
23 Training Home Page Select the appropriate class. Only the class(es) being promoted by your credit union will be displayed. (23) 6/20/2012
24 Class Sample Page (24) 6/20/2012
25 Training Quiz Each course offers a learning quiz at the end of the training (25) 6/20/2012
26 Training Quiz Results Take the quiz 7 out of 9 correct answers will pass the quiz Incorrect answers are displayed for your review You may review materials and retake quiz until you pass (26) 6/20/2012
27 Pass Quiz Get your Prize View and Print Certificate (27) 6/20/2012
28 Training Quiz Prize NOTE: This screen can only be accessed once. Be sure to record prize code. Confirmation will be sent to the employee s credit union address. (28) 6/20/2012
29 Training Certificate Each employee completing the training will have the option to print a certificate (29) 6/20/2012
30 Contact Us Use the Contact Us tab if having any issues with online training screens Training customer support will respond within hours (30) 6/20/2012
31 (31) 6/20/2012 Additional Information
32 Additional Information + Direct link to campaign information is + Site contents Kick Off Presentation Intended for Branch Manager training Branch Materials Manager s Guide & Poster for Employee Break Room Training Link and information Rules Additional campaign information and FAQs (32) 6/20/2012
33 Britni Teeters Consulting Analyst (33) 6/20/2012
34 (34) 6/20/2012
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