idea exchange 2010 - supermarketbank 2010 idea exchange.pdfplease consult with your supervisor...

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Note: 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.

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.

2010 Idea Exchange

2010 Idea Exchange

Make a Friend, Make a Customer.®

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American Bank and Trust 4 • Seaweed Love to be Your Bank! (Savings, Checking Accounts)

Citizens Bank 5-6 • Don’t Fall Down the Rabbit Hole (Savings, Checking Accounts)

Citizens National Bank 7-12 • Believe It or Not! (Savings, Checking Accounts) • Citizens National Bank...A Sure Bet! (Savings, Checking Accounts) • CNB Rocks 4.25%APR (Savings, Checking Accounts) • Luck is What Happens When Banking Meets Technology (Internet, E-Services) • Make The Grade (Other & Miscellaneous)

Collins Community Credit Union 13 • All You Need Is Us! (Savings, Checking Accounts)

Community Bank & Trust 14-25 • Banking The Customer’s Way (Customer Service) • Don’t Let Christmas Sneak Up On You Next Year (Miscellaneous Accounts) • Fall Into Free... (Savings, Checking Accounts) • Fees Go Marching Away One By One (Savings, Checking Accounts) • Start Your Christmas Club Account...To Get Ready for Christmas 2010 (Savings, Checking Accounts) • SuperGrooveyCoolWowYea! (Other & Miscellaneous) • Thank You to Our Forefathers (Savings, Checking Accounts)

Dane County Credit Union 26-30 • DCCU is Hot! Hot! Hot! (Savings, Checking Accounts) • Get a Financial Check-Up! (Miscellaneous Accounts) • Smile On! DCCU has Financial Products that will Make You Smile! (Miscellaneous Accounts)

Denali Alaskan Federal Credit Union 31-34 • CSI: Credit Score Investigators (Loans) • Deal or No Deal! (Savings, Checking Accounts) • Hay! I’m Glad You Asked... (Certificates of Deposit)

Desert Schools Federal Credit Union 35-36 • What’s at the End of Your Rainbow? (Investment Accounts/Retirement) • Your Key to Financial Freedom! (Savings, Checking Accounts)

Enrichment Federal Credit Union 37-40 • Fishing for a Free Checking Account? We Can Hook You Up! (Savings, Checking Accounts) • Huntin’ for a Credit Card? (Other & Miscellaneous)

Granite Federal Credit Union 41-44 • Chemistry Lab (Loans) • Fall In Love with Granite Federal Credit Union (Other & Miscellaneous) • Our Auto Rates are Out of This World! (Loans)

Contents Financial Institution Name Page Number(s)

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Idaho Central Credit Union 45-47 • Don’t Let It Rain on Your Finances (Loans) • Hop Into A Home Loan (Loans) • On the Hunt for a Good Egg? Hop into an ICCU Auto Loan! (Loan)

Ishpeming Community Federal Credit Union 48 • Did You Know??? (Other & Miscellaneous)

Livingston State Bank 49-50 • It Isn’t Easy Being Green (Internet, E-Services)

Oconee State Bank 51-52 • 10 Year Anniversary (Other & Miscellaneous)

ORNL Federal Credit Union 53-62 • A Dynamite Duo...ORNL FCU and Food City (Other & Miscellaneous) • Are You Caught in a Web of Financial Service Fees? (Savings, Checking Accounts) • Borrow Smart. Save Smarter. (Loans) • Come Home for the Holidays (Holiday Related) • Knock Out Those High Interest Loans (Loans)

Potlatch No. 1 Federal Credit Union 63-66 • Help Make New Moon A Harvest Moon for Bonner City Food Bank (Other & Miscellaneous) • Slide On In to Our Home Run Service (Customer Service)

Solano First Federal Credit Union 67-68 • Don’t Throw Your Money Down the Drain for Fees (Savings, Checking Accounts)

Superior Savings Bank 69 • Cutest Pet Contest (Contests, Music, Poems, Trivia)

TS Bank 70-74 • Monopoly is a Business Development Game (Contests, Poems, Music, Trivia) • Round Up Your Savings at TS Bank (Savings, Checking Accounts) • Soda Ya Debit? (Other & Miscellaneous)

Tucson Federal Credit Union 75-78 • Jail Break: Escape Your Credit Card Debt and Feel the Financial Freedom (Loans) • Score points with TFCU Visa Platinum Preferred Credit Card (Other & Miscellaneous)

Worker’s Credit Union 79 • Wheel of Fortune (Contests, Music, Poems, Trivia )

Contents (Continued) Financial Institution Name Page Number(s)

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Financial Institution:

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Branch Manager:

American Bank & Trust Rock Island Hy-Vee #1549 Rock Island, IL Toni Gasper Toni Gasper

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Promotion:

Decorations:

Promotional PA:

Savings, Checking Accounts

We were promoting new checking accounts.

We used an underwater theme complete with seaweed, colorful fish and sea shells, anchors and water. Each staff member dressed up as a Mermaid, a Fisherman or a Jellyfish. Our message board sat to the right of our branch and held our slogan (see photo below). N/A

Results: We had a great time and our customers gave us wonderful feedback.

Idea Exchange

24th National In-Store Banking Conference

Seaweed Love to be Your Bank!

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Citizens Bank Walmart #2846 Olive Branch, MS Robyn Turner Robyn Turner

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Our promotion highlighted our Now Checking product which offered customers .52% interest rate with a $1,000.00 minimum deposit. Our goal was to open 35 new accounts during the month’s promotion. We decorated the branch in the fashion of the infamous rabbit hole from the movie, Alice in Wonderland, and ran the promotion in conjunction with the theatrical release. We offered a book reading as a branch activity on Saturday mornings. We placed serving pieces from a tea set on our teller counter. We hung odd items such as clocks, lamps, books, paper lanterns, playing cards, umbrellas, etc. to resemble the path of Alice’s decent. We used large cutouts of the Cheshire Cat and Caterpillar. Our slogan adorned the cabinets behind our teller counter. N/A

Results: We ended up opening 18 new accounts and many inquiries that we didn’t expect.


Don’t Fall Down the rabbit hole

Idea Exchange

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Citizens Bank Walmart #2846 Olive Branch, MS Robyn Turner Robyn Turner

Idea Exchange


Don’t Fall Down the rabbit hole (Continued)

7 24th National In-Store Banking Conference


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Citizens National Bank Jefferson City Food City #615 Jefferson City, TN Diana Armstrong Diana Armstrong

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The promotion highlighted our new Free Rewards Checking account. Our goal was to open 20 new accounts and sell 60 ‘sticky’ products (debit card, bill pay, e-statements, online banking, etc.) The promotion ran for one month. The promotion slogan read, “Citizens National Bank...A Sure Bet. Earn A High Rate Without Being A High Roller." Our team covered the cabinets behind the teller line with black paper, placed our slogan and attached cutouts of dice, poker chips, stacks of fake money and playing cards. We also decorated the teller line with playing cards and fake money. N/A

Results: The promotion was a huge success bringing in 20 new accounts as hoped and 66 ‘sticky’ products. We were pleased.

Idea Exchange

Citizens National Bank...A Sure Bet!



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Citizens National Bank Seymour Kroger #581 Seymour, TN Daniel McNeely Daniel McNeely

CNB Rocks 4.25% APR

Idea Exchange

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Our goal was to make shoppers and customers aware of our New Citizens Free Rewards Checking Account with a 4.25% APR and to open 16 new Free Rewards Checking Accounts. This promotion ran for a month and a half during late March and April. We decided to do a rock band theme using the branch employees as the branch’s rock band. We decorated our cabinets behind the teller line displaying our account and the interest rate. We used cutouts of the branch employee's faces to draw attention to our account. “Good _____ Kroger Shoppers! Let Citizens National Bank rock your checking account by paying you 4.25%APY. With Citizens Free Rewards Checking you can earn that great interest rate and get your ATM fee refunded nationwide. Check with one of our Personal Bankers about opening your account today. So, come rock 4.25%APY with Free Rewards Checking and Citizens National Bank!”

Results: We received quite a lot of positive feedback on this promotion. As of the time of submission, we are half-way to our goal and on track to meet or exceed it.



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Luck is what happens when banking meets technology

Idea Exchange

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Internet, E-Services

This promotion ran during the month of March and was built around a St. Patrick’s Day theme. The slogan read, “Luck is What Happens When Banking Meets Technology.” The goal of the promotion was to highlight our e-statements and mobile banking products. We covered the cabinets behind the teller line in black paper, drew a rainbow, pot-of-gold, a leprechaun and shamrocks, and added our slo-gan. On Friday afternoons, we will distribute gold-foiled chocolate coins to shoppers and retail employees during aisle time as a way of raising awareness of our ‘tech products.’ N/A

Results: This promotion was still running at time of submission.



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Idea Exchange

Make The Grade

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Other & Miscellaneous

We promoted CNB Credit Cards with a Back-to-School theme. We used a credit card report card to tie in the product with the theme. The goal was to obtain as many credit card applications as possible. We covered the cabinets with black paper and used white chalk to illustrate. We used the back of a school bus and school house to anchor the signage. We then created a comparison of the CNB Credit Cards to other card providers using a graded rating system. We held several Friday activities including cookie trays on the table and distributing pens, pencils and store charts for school supplies to those customers/shoppers with school-aged children. “What kind of rates are you currently paying on your credit cards? At Citizens National Bank, we offer both Visa and Master Card with a regular rate of 10.08% and a gold rate of 7.08%. If your current cards aren’t making the grade, come on over and apply for your new Visa or MasterCard at Citizens National Bank today. CNB and Food City, we’re here to serve you! “

Results: We did receive three secured cards and received lots of positive feedback from customers and shoppers.



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Make The Grade (Continued)

Idea Exchange



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Citizens National Bank South Knoxville Walmart #1320 Knoxville, TN Jesse Shelton Jesse Shelton

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We held a one-day promotion in January for our Free Rewards Checking account that offered a 4.75% APY. Our slogan, “Believe It or Not!,” was placed on our cabinets behind the teller line. We decorated the branch with cutouts of question marks. We placed a coffee table directly in front of the branch complete with cookies in a heart shaped platter, brochures, colorful CNB logo balloons and brochures regarding the new account. N/A

Results: We received wonderful feedback from our customers and shoppers and opened a few accounts.

Idea Exchange

Believe It or Not!



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Collins Community Credit Union Hy-Vee #1056 (#3) Cedar Rapids, IA Lindsey Dozier, Assistant Branch Manager Cheryl Choate

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The promotional goal was to educate current and new membership about the products that our branch offers. By targeting multiple types of membership, we are providing an “All You Need Is Us” attitude within the community. The promotional theme was “laundry.” Since each person is different, we chose multiple pieces of laundry for those individuals. N/A

N/A

Results: N/A

All You Need Is Us!

Idea Exchange



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Community Bank and Trust Thompson Bridge Kroger #437R Gainesville, GA Zachary Taylor Patricia Murphy

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Customer Service

The goal of this one-month promotion was to highlight all the access product offerings we provide for our customers ( i.e. Telephone Banking, Internet Banking, Mobile Banking, Phone Banking, etc.) as well as the specific benefits of In-store banking. Our slogan read, “Banking the Customer’s Way,” and was affixed on our cabinets along with cutouts of dollar and cents signs. We also attached starbursts highlighting the various conveniences we provide for our customers. Our message board sat directly in front of our branch and read, “109 Years of Customer Service: Banking The Customer’s Way! Founded in 1900 - Member FDIC!” N/A

Results: We had multiple comments and inquiries on services that customers did not know we offered telephone and mobile banking. Many customers were surprised to hear that we had over 7 banking locations in Gainesville.

Idea Exchange

Banking The Customer’s Way



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Community Bank and Trust Thompson Bridge Kroger #437R Gainesville, GA Zachary Taylor Patricia Murphy

Banking The Customer’s Way (Continued)

Idea Exchange



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Community Bank and Trust Oakwood Walmart #3627 Oakwood, GA Jennifer Anthony, Assistant Branch Manager Rodney Thomas

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Miscellaneous Accounts

The promotion ran during the month of December. Our goal was to open as many Christmas Club Savings accounts as possible. We hung garland from the ceiling made in the fashion of Christmas Tree lights. Across the teller line were handmade presents addressed to Walmart shoppers sitting underneath a dusting of snow. We covered our cabinets in the back of our branch with snowflakes and placed letters reading, “Let it Snow!” We created a giant Christmas tree complete with ornaments and presents below, beside our slogan on the right wall of our branch. The slogan read, “Don’t Let Christmas Sneak Up on You Next Year. Start a Christmas Club Savings Account Today.” Around the slogan we hung ornaments. N/A

Results: N/A

Idea Exchange

Don’t Let Christmas Sneak Up On YOU



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Community Bank and Trust Oakwood Walmart #3627 Oakwood, GA Jennifer Anthony, Assistant Branch Manager Rodney Thomas

Don’t Let Christmas Sneak Up On YOU (Continued)

Idea Exchange



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Community Bank and Trust Winder Walmart #520 Winder, GA Loretta “Jane” Hawkins Loretta “Jane” Hawkins

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This promotion ran during the month of October and highlighted our Totally Free Checking Account. Our goal was to open 24 new checking accounts during the promotion. Our slogan was placed on the cabinets behind the teller line which read, “Fall into Free...Witches Better Come and See, Ghosts and Goblins All Around, Bank with Us Stay Safe & Sound.” We decorated with tombstones, a giant haunted mansion, pumpkins, ghosts and dead trees. A scarecrow was hung on the door leading to our back room. We used the area behind the teller line and the window leading into our branch manager’s office to display our decorations. N/A

Results: We gained several new checking accounts and lots of positive feed-back from our customers and Walmart shoppers.

Idea Exchange

Fall Into Free...



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Fall Into Free… (Continued)

Idea Exchange



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Community Bank and Trust Toccoa Walmart #1122 Toccoa, GA Amy Jarrell Amy Jarrell

Fees Go Marching Away One By One

Idea Exchange

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Our goal was to promote our Totally Free Checking Account with no fees. We took black paper and cut out a million ants. We pasted them all over the walls in a line. We also borrowed an empty cup, pizza box and silverware from a local business and pasted it on our message board with our slogan which read, "Fees Go Marching One By One Away! Away!" The ants started out on our message board and marched across the branch. N/A

Results: The customers and Walmart shoppers loved it so much. We received so much positive feedback.

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The goal was to open as many Christmas Club accounts as we could in a one month period and to remind current customers to keep their Christmas Club account open for 2010. We placed our promotion slogan on the cabinets. We also created a house on the window behind the teller line surrounded by snow. We placed several Christmas letters and cards around it. N/A

Results: The promotion was a success. We really had a good time carrying it out!

Idea Exchange


Start Your Christmas Club Account...

To Get Ready for Christmas 2010

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Start Your Christmas Club Account... To Get Ready for Christmas 2010 (Continued)

Idea Exchange

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Community Bank and Trust J&J Foods #1806 Gainesville, GA Marilyn Delgado Marilyn Delgado

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The 2003 FSI National In-Store Conference theme, “Catch the Fever,” was the basis of our promotion. We tweaked it a bit to fit our goal and came up with “Catch the CD Fever.” Our CD rates were finally going up to a whopping 2.5%APY, as we all needed to attract new customers/members. We were able to use our limited space to our advantage at all levels to catch the eye of the store’s everyday shoppers. We wanted a new way to truly show our appreciation to our customers. Everyone has used “We appreciate your business,” “Thanks so much,” “U-Rock,” etc. There are only so many ways to express your appreciation; and “Supercalifragilisticexpialidocious’ was just a little too much for our design. We asked store associates, shoppers and customers to try to pronounce this silly word. Just starting a conversation is the best way to Make a Friend, Make a Customer. We decorated the branch with a 70’s theme, complete with a mirror ball made of CD’s, a giant lava lamp, platform shoes, and our own Disco Dancer cutout. N/A

Results: This promotion was still running at the time of submission.

Idea Exchange


SuperGrooveyCoolWowYea!

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The goal of our promotion was to bring in 20 new Hero Accounts. A Hero Account is a checking account specifically designed for all military personnel, police, fire and first responders. The promotion ran during the month of July. We decorated our cabinets with a giant American Flag made totally out of red, white and blue stars. We placed our promotion slogan, “Thank You to our Forefathers,” on the Branch Manager’s office window in glass paint. Surrounding the slogan was a giant Uncle Sam waving an American Flag. We also used several red, white and blue top hats and centerpieces as well as American Flags. N/A

Results: This promotion was very successful. We also received positive feedback from Walmart employees, shoppers and our current customers.

Idea Exchange


Thank You to our Forefathers

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Thank You to our Forefathers (Continued)

Idea Exchange

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Dane County Credit Union Monona Walmart #3857 Madison, WI Jessie Coppernoll and Lori Corbari Jessie Coppernoll and Lori Corbari

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Our promotion ran for the month of March 2010. Dane County Credit Union’s mascot is the Great Dane. Our Great Dane account is our minor savings account for the 13 years of age and under crowd. Our focus was obtaining new memberships. We held a Chili Cook-Off on March 18, 2010. DCCU employees cooked the chili. Walmart shoppers and DCCU members voted on the winner. The winner received bragging rights! Numbers average but we drew a lot of attention with our decor (we are still new to this). Hoping to learn lots at Conference! We hung chili pepper garland from the ceiling. Our message board read, “DCCU is Hot.” Attached to the message board were green and blue logoed balloons. We also covered our windows with our slogan and chili peppers. Our mascot stood out in front of the branch to greet shoppers and bring attention to the promotion. We also distributed lollipops to the children of Walmart shoppers and our members. N/A

Results: We had a great turn out! Our numbers were average, but we are new at in-store banking and looking forward to gaining more ideas at the conference. We did meet lots of chili lovers!

Idea Exchange


DCCU is One Hot Tamale!

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DCCU is One Hot Tamale! (Continued)

Idea Exchange

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Our goal was to attract new members and to sign more loans. We offered ‘free’ accounts (membership deposit) and free credit report analysis to shoppers. We had a drawing for a $25 Walmart gift card. In order to sign-up, shoppers and customers had to make a financial inquiry with a staff member. For example: ask a question about our services, inquire about an account or even ask for a roll of quarters. The only decoration for this promotion was our signage. N/A

Results: N/A

Idea Exchange


Get A Financial Check-Up!



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We focused on obtaining new members and cross-selling to our current members the financial products that we offer. Our goals were to open eight sub-savings accounts, four new loans, and 24 new accounts. Our promotion ran for one month. We plastered the branch with handmade smiley faces from the entire credit union staff and signs listing the different products/services our branch offers. N/A

Results: Our actual results were 5 new sub savings, 4 new loans, & 22 new accounts. All in all we made A LOT of people Smile!!

Idea Exchange

Smile On! DCCU Has Financial Solutions that make You Smile!



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Smile On! DCCU Has Financial Solutions that make You Smile! (Continued)

Idea Exchange



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Denali Alaskan Federal Credit Union South Anchorage Walmart #2071 Anchorage, AK Stephanie Sherman Stephanie Sherman

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Loans

Our goal was to comb 18 credit reports. Our promotion theme was based on the popular CBS show, C.S.I. Our promotion slogan was “Is your credit a mystery? Let us investigate!” It was a proactive approach that gave us many ‘ins’ with shoppers. The decoration plan and tag line does most of the work for you, making a novice loan officer look like a pro! N/A

Results: This was our most successful promotion. We were able to reach 100% of our goal and ended up funding $103,254.00 in loan volume as a result of this promotion. It caught the attention of many passersby as well as existing members. I recommend this promotion for a branch with a new staff as well as seasoned.

Idea Exchange

CSI: Credit Score Investigators



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Deal or No Deal!

Idea Exchange

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The purpose of this promotion was to upgrade single service accounts to full service and, of course, open new ones. The “game board” generated several questions from the members in regard to what we could offer them. Even the shiest employee could win with this game. When the members opened an account or added a product, they were eligible to enter a drawing to win the DVD version of Deal or No Deal. We played the Deal or No Deal game on a 52” TV Walmart set-up for us at our branch. For business development, we conducted aisle time on the weekends. N/A

N/A

Results: We had a lot of fun with this promotion. This promotion enabled us to open 18 new accounts and add 100 sticky products/services to existing accounts. Now that’s a deal!



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Certificates of Deposit

This promotion was play on the word ‘Hay’ with a barnyard theme. Each time someone asked about the hay, we replied: “Hay, I’m glad you asked!”, or, “Hay, have you heard about our 4% reward certificate?” As a branch activity, we had a “bale” of hay our members could dig through to get prizes when they opened a reward certificate. For our business development activity, we passed out fliers in the store. Each of our staff had their own fliers with their names on them. The employee who had the most fliers returned to the store at the end of the month received a gift. We decorated with a bunch of hay and really cute scare crows.

N/A

Results: This was a lot of fun. The members enjoyed the decorations.

Idea Exchange

Hay! I’m Glad You Asked…



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Hay! I’m Glad You Asked… (Continued)

Idea Exchange



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Desert Schools Federal Credit Union 19th Avenue Walmart #2512 (S) Phoenix, AZ Ken Bouthillier, Assistant Branch Manager Latrisha Moreno

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Investment Accounts/Retirement

Our branch promotion during the month of March was based around St. Patrick's Day and Financial Services referrals. The promotion lasted ten days. We used the slogan, "What is at the end of your rainbow?" to get people thinking about their financial future. N/A

Results: We were able to generate six Financial Services referrals as well as opening multiple IRA's.

Idea Exchange

What is at the End of Your Rainbow?



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Desert Schools Federal Credit Union McKellips Walmart #2767 Mesa, AZ Steffani Sherrill Steffani Sherrill

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One of our Wacky Weekends during the month of October was based on a prison theme. We decorated the branch as a prison cell. Our slogan was placed on our cabinets (see below) and read, “Break Away from the Chains. Think of Desert Schools as “Your Key to Financial Freedom.” Our staff dressed in full costume as either inmates or the warden. We set up a table at the front of the branch to distribute product brochures and Halloween candy. N/A

Results: N/A

Your Key to Financial Freedom

Idea Exchange



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Enrichment Federal Credit Union Halls Food City #688 Knoxville, TN Suzie Warren Suzie Warren

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The goal of the promotion was to increase the number of checking accounts for our branch. This month-long promotion based on a fishing theme was held during our American Diabetes Association fundraising campaign. We raffled off a tackle box filled with donated tackle from area businesses. We created hooks from silver pipe cleaners. Put bobbers on them, and baited them with rubber worms. We hooked on some fish we printed from the internet and hung them from the ceiling. We created water by hanging blue tulle along the front of the branch.

“Good ___ Food City shoppers. Have you been fishing for a free checking account? Stop by Enrichment Federal Credit Union today and we will hook you up! Enrichment Federal Credit Union is located at the front of the store to help you with all your financial needs. Thanks and have a great day!”

Results: We raised over $450 through the raffle for the American Diabetes Association. The promotion created a lot of interest for our branch and we opened 17 new checking accounts.

Idea Exchange

Fishing for A Free Checking Account? We Can ‘Hook’ You Up!



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Fishing for A Free Checking Account?

We Can ‘Hook’ You Up! (Continued)

Idea Exchange



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Idea Exchange

Huntin’ For A Credit Card?

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The goal was to cross-sell 20 credit cards during a six-week period beginning in October 2009. We decorated the branch to look like a hunting blind. We wore camouflage t-shirts with our logo. We distributed venison & deer jerky recipes as well as coloring pages for the children during aisle time. “Good ____ Food City shoppers. Tired of all the big bucks getting away? Then it's time to start HUNTIN' for a better credit card. Stop by Enrichment Federal Credit Union conveniently located at the front of the store! Thanks and have a great day!”

Results: As a result of this promotion, we received 18 credit card applications and were able to approve 12.



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Huntin’ For A Credit Card? (Continued)

Idea Exchange



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Granite Federal Credit Union Walmart #3232 West Jordan, UT Nancy Benincosa Nancy Benincosa

Chemistry Lab

Idea Exchange

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Loans

We focused on auto loans.

Our branch was decorated with die cuts of science lab paraphernalia such as test tubes, Bunsen burners, goggles, etc. Our message board that sat in front of our branch read, “Is something wrong with the chemistry between you and your bank? Let Granite Credit Union find the right formula for an auto loan.” N/A


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Granite Federal Credit Union Walmart #5325 Sandy, UT Kara Danner Kara Danner

Idea Exchange


Fall In Love with Granite Federal Credit Union

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This promotion ran during the month of February 2010. Our slogan read, "Have your credit cards new rates & changes left you broken hearted? Fall in love with Granite Credit Union VISA, with rates as low as 8.99% APR." Our goal was to obtain 15 new credit card approvals. Our hope was to get more of our members to use our credit card services as they offer a great rate. We hung little credit cards and hearts from the ceiling and placed them all over the teller line and walls of the branch. Each credit card and heart reflected the 8.99%ARP. “Good _____ Walmart Shoppers! Have your credit card’s new rates and changes left you broken hearted? Fall in love with a Granite Credit Union VISA with rates as low as 8.99%APR. Visit Granite Credit Union at the front of the store to have your heart mended with a lower credit card rate.”

Results: We closed only 7. We did have more apply than that, however, they were not approved.



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Submitted by:

Branch Manager:

Granite Federal Credit Union Harmon’s South Jordan, UT Nichole Vallentine, Teller Amy Wengran

Idea Exchange

Our Auto Rates are Out of This World!

Category:

Promotion:

Decorations:

Promotional PA:

Loans

During our April 2010 promotion, we highlighted auto loan rates with a goal to acquire 15 new loans for the month. We would also like to get 20 new accounts as well. Our promotions slogan reads, "Our Auto Rates are out of this World!" We gave away little blue Martians and Milky Way candy bars with our rates attached. We also created and distributed word search puzzles and an alien maze for the kids. We decorated in a space theme with blow up planets in the corner of our office, colored space ships and stars which we hung up from wire all over the branch. “Good Morning/Afternoon Harmon’s Shoppers. Looking for a new auto loan? Well, come over to Granite Federal Credit Union where our rates are "out of this world." Please ask the tellers and branch manager for more information. Thank you for shopping at Harmon’s and have a great day!”

Results: We have had many fun comments about our design and the members seem to enjoy the exciting branch theme. This is our current promotion for the month of April. So far we have 5 new accounts and 2 new loans completed.



Location:

City and State:

Submitted by:

Branch Manager:

Granite Federal Credit Union Harmon’s South Jordan, UT Nichole Vallentine, Teller Amy Wengran

Our Auto Rates are Out of This World! (Continued)

Idea Exchange



Location:

City and State:

Submitted by:

Branch Manager:

Idaho Central Credit Union Burley Walmart #1900 Burley, ID Jeff May Jeff May

Category:

Promotion:

Decorations:

Promotional PA:

Loans

This promotion highlighted Idaho Central Credit Union's awesome auto refinance program and rates. The theme of our promotion was rain. We decorated our branch with umbrellas, rain coats, rubber boots and rubber hats. N/A

Results: We drew a lot of attention with the store decorations and felt like this was a very successful promotion.

Idea Exchange

Don’t Let It Rain on Your Finances



Location:

City and State:

Submitted by:

Branch Manager:

Idaho Central Credit Union Idaho Falls Walmart #5494 Idaho Falls, ID Enrique Rivera Enrique Rivera

Category:

Promotion:

Decorations:

Promotional PA:

Loans

Our goal was to alert our members of the great home loans we offer and low interest rates. We had an application goal of 5 for the week-long promotion. We gave away Easter baskets to everyone that applied for a home loan. We also gave away baskets to all new kids accounts. During business development time, we gave away candy stuffed eggs to kids while standing in front of the store and during our aisle walking. Once a day while aisle walking we would hand out a golden egg to be redeemed at our store for a gold $1.00 presidential coin. I had my team dress in spring colors and wear bunny ears.

N/A

Results: It has been a Great Success!

Hop Into A Home Loan

Idea Exchange



Location:

City and State:

Submitted by:

Branch Manager:

Idaho Central Credit Union Ammon Walmart #1902 Ammon, ID Kelley Winkler, Financial Services Officer Brent Tyler

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Promotion:

Decorations:

Promotional PA:

Loans

The goal was to let people know about our awesome auto rates and obtain five auto loan applications. We decorated Easter eggs and put bunny ears over our Idaho Central logo. We put Easter bunnies hopping along our wall. N/A


Idea Exchange

On the Hunt for a Good Egg? Hop into an ICCU Auto Loan



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Submitted by:

Branch Manager:

Ishpeming Community Federal Credit Union Marquette Walmart #2079 Ishpeming, MI Melissa Cevigney, Assistant Branch Manager Tina Henson

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Our aim was to market our products and services to the local university students. On the first day students arrived on the Campus of Northern Michigan University was Fall Fest. All local businesses and financial institutions were invited to promote their businesses. Our goal was just to promote our in-store branch hours and our location in Marquette. Students who stopped by our table could sign-up to win a Walmart gift card. We also provided free giveaways such as pens, sticky notes and highlighters all labeled with our logo. N/A

N/A

Results: This was a unique opportunity to market to the local university. We felt is was a success.

Did You Know???

Idea Exchange



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Submitted by:

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Livingston State Bank Platteville Walmart #958 Platteville, WI Mandy Johnson, Assistant Manager Jim Torstenson

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Internet, E-Statements

The promotion highlighted our E-Statements and Online Bill Pay services. The promotion theme was based on Kermit-the-Frog. During our promotion, we raffled off a Kermit-the-Frog blanket to one lucky customer who signed-up for e-statements and stopped by the branch to let us know they were going green. We also had a Kermit-the-Frog puzzle for children to complete helping re-assemble the favorite Muppet character. We decorated our message board with Kermit’s likeness, placed lily pads all over the teller line, covered up our framed posters with green felt and mini-slogans. We also displayed the blanket for our giveaway. N/A

Results: N/A

Idea Exchange

It Isn’t Easy Being Green


Financial Institution: Livingston State Bank Location: Platteville Walmart #958 City and State: Platteville, WI Submitted by: Mandy Johnson, Assistant Manager Branch Manager: Jim Torstenson

It’s Isn’t Easy Being Green (Continued)

Idea Exchange



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Oconee State Bank Walmart #2811 Athens, GA Kerrie Loomis Kerrie Loomis

Idea Exchange

10 Year Anniversary

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January 26, 2010 was our branch’s 10-year anniversary serving Walmart shoppers. To commemorate this milestone of service, we held a day-long celebration. We invited customers, store personnel, Financial Supermarkets, Inc., bank employees and bank board members to a brief ceremony where I provided a brief history of the in-store branch. Our bank president also offered a few words thanking our customers for their patronage and loyalty, Walmart for their partnership, FSI for their support and the employees for their hard work and initiative. We placed 10 easels in front of our branch holding a timeline display representing each of the years within the past decade. We created them using black foam boards and photos which highlighted events for each year of the past decade such as major headlines from newspapers; Oscar winners, World Series champions, Superbowl line-ups, celebrity deaths, hit singles, new Oconee State products or events, and more. We displayed our branch scrap books and hung enlarged photos of the original and current branch teams. We also had a refreshment table with assorted delectable treats. N/A

Results: The event was very well received.



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Oconee State Bank Walmart #2811 Athens, GA Kerrie Loomis Kerrie Loomis

Idea Exchange

10 Year Anniversary (Continued)

Photo Above: Grand Opening Celebration 2000



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Submitted by:

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ORNL Federal Credit Union Morrell Road Food City #694 Knoxville, TN Megan Sandiford Megan Sandiford

Idea Exchange

A Dynamite Duo...ORNL FCU and Food City

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This promotion took place in all retail branches and was designed to focus on Food City employees in an attempt to foster healthy retailer relations and to gain more employee’s accounts. As our branch activity, we visited each store department to let the staff know how much we appreciated them. We also delivered treat bags and supplied them with coffee and doughnuts. To encourage interaction between ORNL Federal Credit Union staff and Food City employees we used the PA to play trivia games with the opportunity to win gifts including an iPod Shuffle. We decorated the branch with a dynamite theme. Our slogan, “A Dynamite Duo...ORNL FCU and Food City,” hung on our cabinets. During our business development time, we distributed handmade flyers that held our slogan and attached was an Atomic Fireball candy. We also pushed our branch’s mini-shopping cart through the aisles and distributed promotional items to shoppers who could answer trivia regarding ORNL FCU and Food City. N/A

Results: The Morrell Branch opened 5 new Food City employee memberships as a result of our promotion, but overall, our retail branches opened around 40 store employee memberships.


Financial Institution: ORNL Federal Credit Union Location: Morrell Road Food City #694 City and State: Knoxville, TN Submitted by: Megan Sandiford Branch Manager: Megan Sandiford

A Dynamite Duo...ORNL FCU and Food City (Continued)

Idea Exchange



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Submitted by:

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ORNL Federal Credit Union Northshore Kroger #525 Knoxville, TN Jacquoleen Knight Jacquoleen Knight

Idea Exchange

A Dynamite Duo...ORNL FCU and Kroger

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Promotion:

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Promotional PA:


The goal of this promotion was to increase the number of Kroger employees that held memberships at our branch. We provided cookies and thank you cards for each department weekly as well as held trivia contests for the Kroger employees daily. There is also a drawing for Kroger employees to win an iPod Shuffle. Each week, the branch focuses on a different pair of famous dynamite duos (Mickey and Minnie Mouse, Sponge Bob Square Pants and Patrick, and Batman and Robin). The branch has also held an umbrella and rick rack paddle giveaway. We used a dynamite and stars theme to decorate our branch.

N/A

Results: Kroger employees are actively participating in the promotion partnership. It has provided us with a lot of positive public relations and strengthened our partnership with Kroger.



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ORNL Federal Credit Union Middlebrook Pike Food City #672 Knoxville, TN Donna Beeco Donna Beeco

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Promotional PA:


This promotion focused on ORNL Federal Credit Union’s low fees compared to other financial institutions in our markets. We highlighted our Free Checking accounts, Free Internet access via our Cyber-branch, Free Web Bill Pay, and No Fee Savings Accounts. Our slogan hung on the cabinets and read, “Are you caught in a web of financial fees?” We decorated in purple paper with a black spider web and spiders for our display. We attached the branch services on the web to make them look like bugs caught in the web. We also used a large spider to put on the message board in front of the branch. This really drew shoppers’ attention. We had a prospecting card with a web and a spider on it to take out during aisle time. We attached a piece of mint candy wrapped in spider paper. N/A

Results: We drew quite a bit of attention and met our monthly goal for new memberships and checking accounts.

Idea Exchange

Are You Caught in a Web of

Financial Service Fees?



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Submitted by:

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Are You Caught in a Web of

Financial Service Fees? (Continued)

Idea Exchange



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Submitted by:

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Loans

We were promoting our "Borrow Smart, Save Smarter" campaign and incorporating membership with the credit union. We were asking if the member was the missing piece, or if they were missing something from their financial plan. Be a member and save smart with our competitive savings rates and borrow smart with our low competitive loan rates. N/A

N/A

Results: N/A

Idea Exchange

Borrow Smart. Save Smarter.



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Submitted by:

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ORNL Federal Credit Union Maynardville Food City #680 Maynardville, TN Angie White Angie White

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Promotion:

Decorations:

Promotional PA:

Holiday Related

The promotion was designed to increase our membership goal. We did not set a formal goal for this promotion which ran through the months of November and December. In order to make the atmosphere feel more like home, we served hot cocoa to all members as our branch activity. Our theme focused around making sure all members felt like "family". In addition to the slogan, “Come Home for the Holidays,” a giant window frame hung on our cabinets and allowed members and shoppers to look into our “home.” During the month of November, the window was decorated for Thanksgiving with a set table and a fireplace. During the month of December, the window was decorated for Christmas complete with Christmas Tree, stockings and presents. We did not wear any special attire. “Good morning Food City Shoppers! Come home for the holidays. Join ORNL Federal Credit Union where you are always treated like family. We offer savings accounts for all ages, checking accounts, certificates, loans, IRA’s, Cyber-branch, loans, online bill pay and more. So, visit ORNL Federal Credit Union at the front of your store and become a part of our family. Happy Holidays from our home to yours.”

Results: Over the two month period, our branch opened 25 new accounts. It was a successful promotion and we received quite a lot of positive feedback.

Come Home for the Holidays

Idea Exchange



Location:

City and State:

Submitted by:

Branch Manager:

ORNL Federal Credit Union Maynardville Food City #680 Maynardville, TN Angie White Angie White

Idea Exchange

Come Home for the Holidays (Continued)



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ORNL Federal Credit Union Powell Kroger #676 Knoxville, TN Stanley Bollinger Stanley Bollinger

Category:

Promotion:

Decorations:

Promotional PA:

Loans

Our goal was to meet our annual consumer loan goal of $800,000. Our goal is $150K per quarter. This promotion was based on a boxing glove theme and consisted of a message board that sat directly in front of our branch which read, “Paying too much on your Auto Loan? Knock Out those high interest loans...refinance with us as low as 4.49%.” The staff, Mona Gafencu and Ronnie Barnes, worked to take it further by decorating the cabi-nets with the slogan and large boxing gloves. The promotion was very eye-catching. “Good Morning Kroger Shoppers! ORNL Federal Credit Union just saved a member 00.0% on refinancing their car loan from another lender. If you’d like to see if we can do the same for you please stop by ORNL Federal Credit Union at the front of Kroger before leaving the store. We look forward to servicing your lending needs today!”

Results: We exceeded our goal for the quarter with way over $300K putting us back on track for the year. Not all was attributed to the message board, but we got a lot of interest from it and from mortgage referrals. We recently re-worded the sign to read “auto loans” as well and received more inquiries. I do not know of any actual car loans we refinanced as of today.

Knock Out Those High Interest Loans

Idea Exchange

62


Location:

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Submitted by:

Branch Manager:

ORNL Federal Credit Union Powell Kroger #676 Knoxville, TN Stanley Bollinger Stanley Bollinger

Idea Exchange


Knock Out Those High Interest Loans (Continued)



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Potlatch No. 1 Federal Credit Union Ponderay Walmart #2485 Ponderay, ID Dan Williams Dan Williams

Idea Exchange

Help Make New Moon a Harvest Moon For Bonner City Food Bank

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Promotion:

Decorations:

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Whether you are on team Edward or team Jacob, this one is for you. For our October promotion, we used the theatrical release of the second Twilight movie, New Moon, as inspiration. The goal of the promotion was to support our local food bank by holding a canned food drive. We covered everything in the branch in black and red material. We hung New Moon movie posters on the walls. A large decorated collection barrel sat to the right of the branch beside our message board which read, “P1FCU and You — Help Make New Moon a Harvest Moon for Bonner City Food Bank. During this promotion, we were also running a special rate on vehicle loans for 4.49% APR. N/A

Results: We collected quite a lot of canned foods for the Bonner City Food Bank thanks to Walmart shoppers and the wonderful customers of Potlatch No. 1 Federal Credit Union.



Location:

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Submitted by:

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Potlatch No. 1 Federal Credit Union Ponderay Walmart #2485 Ponderay, ID Dan Williams Dan Williams

Help Make New Moon a Harvest Moon

For Bonner City Food Bank (Continued)

Idea Exchange



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Submitted by:

Branch Manager:

Potlatch No. 1 Federal Credit Union Walmart #3472 Post Falls, ID Kim Tiegen Kim Tiegen

Idea Exchange

Category:

Promotion:

Decorations:

Promotional PA:

Customer Service

Our goal was to showcase our member service and to get our new members to open more services than just a savings account. We wanted to highlight our basic services that are free and easy to use. Our goal for the month of April is to open 15 to 20 new accounts with a savings, checking, debit card and direct deposit. We want to show our new and existing members that there banking experience can be fun, easy, and make them feel special. We also supported our local baseball team and gave away tickets to the opening game in a drawing if you open all four services. Our decoration plan was centered on the sport of baseball. We hung baseballs from the ceiling and cutouts of players, pennants and banners. We wore our favorite teams baseball shirts as well. N/A

Results: As this promotion is still running, we will have our results on the display board we bring to the conference. Check us out!

Slide On In to Our Homerun Service



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Potlatch No. 1 Federal Credit Union Walmart #3472 Post Falls, ID Kim Tiegen Kim Tiegen

Slide On In to Our Homerun Service (Continued)

Idea Exchange



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Submitted by:

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Solano First Federal Credit Union Walmart #5139 Dixon, CA Aloise Pedrani Aloise Pedrani

Idea Exchange

Don’t Throw Your Money Down the Drain for Fees

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Promotion:

Decorations:

Promotional PA:


The promotion highlighted our Free Checking Account.

Our promotion was based on the popular Super Mario Brothers video game. We decorated the teller line as an underwater scene. We hung clouds from the ceiling highlighting our various products and services. We decorated the walls using the popular obstacles and characters from the video game. Our message board sat in front of our branch and invited shoppers to open an account with Solano First. Our staff dressed up in costumes to reflect their favorite Super Mario character. N/A

Results: N/A



Location:

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Submitted by:

Branch Manager:

Solano First Federal Credit Union Walmart #5139 Dixon, CA Aloise Pedrani Aloise Pedrani

Don’t Throw Your Money Down the Drain for Fees (Continued)

Idea Exchange



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Superior Savings Bank Walmart #1447 Superior, WI Pam Guderian, Lead Teller Julie Sather

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Promotion:

Decorations:

Promotional PA:

Contests, Music, Poems, Trivia

The promotion was geared to bring attention to our branches and celebrate our customers and their pets. We held a contest for the CUTEST PET. For two weeks, customers brought in their pet’s photos. Following this time, there was a two-week voting period. The winner was chosen by other customers and received a gift basket courtesy of Superior Savings Bank, Smooch-A-Pooch Salon, and our Super Market Stores. Their pet's picture was also framed and displayed at the branch offices. Their gift basket included a $50 gift card to the Supermarket we are located in, a $50 grooming package to Smooch-A-Pooch Salon, dog treats and toys, "Go Green" bags donated by the stores, and various SSB items (coffee mugs, shopping lists, chip clips, etc). We decorated our branch by placing flip charts around the branch stating the rules and dates of the contest. Customers’ photos of their pets were hung on the walls of the branch. N/A

Results: It went over very well, and we gained some new accounts because of it!

Idea Exchange

Cutest Pet Contest



Location:

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Submitted by:

Branch Manager:

TS Bank Hy-Vee #1101 (#2) Council Bluffs, IA Kay Bahl Kay Bahl

Category:

Promotion:

Decorations:

Promotional PA:

Contests, Poems, Music, Trivia

We have recreated the classic family game of Monopoly to a very interactive business development game for our branch employees. The event lasted for a month. The board was stored on the Branch Manager’s desk.

We didn’t have a PA for this promotion as it was for employees only. However, there were several PAs written as a part of the game depending on which space the employee landed.

Results: We were much more focused and intentional with our business development activities. The game also forced us to step-out of our comfort zones in all areas of business development.

Idea Exchange

Monopoly is a Business Development Game



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Submitted by:

Branch Manager:


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Promotion:

Decorations:

Promotional PA:


Our goal was to open 20 savings accounts during the last two weeks of September and encourage more of our customers to save. Any client that opened up a savings account or made a deposit into their savings account was entered into a drawing to receive two tickets to Omaha’s River City Roundup. We also hosted a Pin-the-Tail on the Horse game and a Hat Toss contest. We served chips and salsa on Saturday. Our promotion was based on a western theme. The branch was decorated with hay bales, saddles, cowboy boots, spurs, hats, pails and sunflowers. We wore western wear on Fridays and Saturdays. N/A

Results: We opened 16 new savings accounts during the promotion and our savings deposits grew by $200,000. The promotion was very well re-ceived. The winner of the Omaha River City Roundup tickets was very excited.

Round Up Your Savings at TS Bank

Idea Exchange



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Submitted by:

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Idea Exchange

Round Up Your Savings at TS Bank (Continued)



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The promotion ran the first two weeks in September. The goal was to encourage our clients to use their debit cards. For each customer that brought five or more debit card receipts to the branch, we provided them with a free two-liter of soda. As a branch activity, we set-up an old fashioned soda jerk stand and distributed ice cold soda. The promotion theme was the 50’s. We decorated the branch with two-liters of soda tied up in ribbons. We also used retro soda signage and retro soda bottles. We dressed in poodle skirts, bobby socks, chiffon scarves, white t-shirts, jeans and black leather jackets (the greaser look). N/A

Results: We gave out 35 two-liter bottles of soda. We also sold 5 new debit cards as well. The promotion was very well received.

Idea Exchange

Soda Ya Debit?



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Submitted by:

Branch Manager:


Soda Ya Debit? (Continued)

Idea Exchange



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Submitted by:

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Tucson Federal Credit Union Fry’s Marketplace #689 Marana, AZ Leta Pearl Leta Pearl

Category: Loans

Promotion: Our focus for the month of October was to promote our Home Equity Loans. Our goal was to fund $100,203.85 in Home Equity Loans. Our slogan read, “Escape your credit card debt and feel the financial freedom a TFCU Home Equity Loan can give you.”

For our aisle walks, we gave shoppers the opportunity to grab a plastic spider from our black cauldron. Each spider was tagged. Shoppers were encouraged to return the spider to the branch for a prize. Prizes included a $5 Starbucks gift card, $5 Fry's Marketplace gift card, or a king-sized candy bar of their choice.

On Halloween, we held a Trick-or-Treat game night. We had a ring-toss game, a coloring contest, freshly popped popcorn and a prize wheel. Gifts for the prize wheel included puzzles, coloring books with crayons, and many other toys and goody bags.

Decorations: We decorated the branch with chains for jail bars, black spider webbing, yellow caution tape, and cutouts of Halloween characters. Our staff dressed in inmate costumes complete with ID numbers and hats.

Promotional PA: “Good ____ Fry's shoppers. Don't get locked into borrowing less money than you need with another financial institution that only loans you 80% of the value of your home. Here at Tucson Federal Credit Union, you will enjoy the freedom of using 100% of your home's value. Tucson Federal Credit Union and Fry's Marketplace are always here to give you the freedom you need to save money. Equal Housing Lender, Member NCUA.

Idea Exchange

Jail Break: Escape Your Credit Card Debt and Feel the Financial Freedom



Location:

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Submitted by:

Branch Manager:


Idea Exchange

Jail Break (Continued)

Results: We funded a total of $120,830.10 in Home Equity loans. The

promotion was quite successful.



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Submitted by:

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Our focus for the month of March 2010 was to promote our Visa Platinum Preferred Credit Card. Our goal was to open five new cards. For completing our aisle walks, we handed out small rubber basketballs that we cut in half and wrote prizes on them. The member that brought the ball to the branch could claim their prize. Also, we had the members shoot a basketball into a hoop we hung on the door and rewarded them with a prize if they scored. We popped popcorn to distribute. We hung pennants above the teller line. We placed cutouts of basketballs with the TFCU logo on them all over the branch. From the ceiling hung orange referee’s whistles. Above our cabinets sat ball caps representing our favorite basketball teams. Our staff wore their favorite team jersey and jeans on Fridays and Saturdays for the month of March and the first week of April to celebrate NCAA March Madness Basketball. “Good _____ Fry's Shoppers. Score points with Tucson Federal Credit Union's Platinum Preferred Visa Credit Card. Earn points on every purchase towards great rewards with no annual fee and low interest rates. Come by today to apply for your card with our hassle free application. Tucson Federal Credit Union and Fry's Marketplace, where every member ends up a winner! Member NCUA.”

Idea Exchange

Score Points with TFCU Visa Platinum Preferred Credit Card



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Submitted by:

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Idea Exchange

Score Points with TFCU Visa Platinum Preferred Credit Card (Continued)

Results: We ended the month with a total of 7 approved Visa Card

Applications. All of our members and Fry's shoppers loved the festivities and decorations.



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City and State:

Submitted by:

Branch Manager:

Workers Credit Union Walmart #2964 Leominster, MA Lynn Buteau Lynn Buteau

Category:

Promotion:

Decorations: Results:

Contests, Poems, Music, Trivia

We purchased a Las Vegas-style wheel with 12 prize spots. We use it for member appreciation and as a colorful tool to draw Walmart shoppers to our branch. At Thanksgiving in 2009, we invited members to spin for a Walmart gift card, a turkey, a pie, a free credit report, a free financial consultation, and more. At Easter this year, we worked the aisles and distributed invitations printed on pastel-colored eggs to shoppers to spin the wheel and win a prize. The wheel’s loud “clacking” noise as it spins generates real curiosity and excitement with shoppers. As a result, we have had many good conversations with folks about our credit union and the products and services we offer. Our members continually comment, “you guys are always doing something fun in this branch.” They often ask when the wheel will return! Our Marketing Department also borrowed the wheel for three home shows this Spring. N/A The wheel was a significant investment for us ($500), but the credit union as a whole has utilized it. And, as I mentioned on the last FSI ‘Live Chat with a Trainer,’ I got a $95,000 Home Equity Line from a shopper spinning and winning a free credit report. If the cost was split between several branches, it wouldn’t break anyone’s budget.

Idea Exchange

Wheel of Fortune

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