Visa® Retail Branch Promotion Kick-Off

1. Visa® Retail Branch Promotion Kick-Off

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

3. ROCK! PAPER! ACTION!

4. Promotion Overview

5. 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 • FullyfundedbyPSCUandVisa

6. 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

7. Instant Win Game

8. 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

9. Prizes Instant Win Game Prizes include: • $10 iTunes gift cards • $5 Amazon.com gift cards • Redbox promotion codes for overnight DVD rentals

10. Instant Win Game Scratch Cards

11. Manager Responsibilities

12. 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

13. 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)

14. Branch Materials

15. 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.

16. 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

17. Employee Lay by Card • Employee • Reference Guide

18. Break Room Poster • Display poster for employee break room

19. Online Training

20. 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

21. 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

22. 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

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

24. Training Registration – Page 1

25. Training Registration – Page 2

26. Intro Page

27. Class Sample Page

28. Music Download

29. Campaign Site

30. Campaign Site • Site is on MemberConnect in Advisors Plus section • MemberConnect link is https://members.pscufs.com • Advisors Plus landing page link is https://members.pscufs.com/products/advisorsplus/aplus_marketing.php +Campaign site link is http://www.advisorsplus.com/campaigns/2014-spring-visa-retail-branch-promotion

31. 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

32. Site Landing Page

33. Key Dates

34. 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

35. Questions????

36. Teresa Willatt Campaign Specialist twillatt@advisorsplus.com