Orientation Packages

We provide shared branching information to new employees as part of our new hire orientation. The orientation packet includes complete details on CU Service Centers. We include a Q&A that we purchased through UsNet. The Q&A helps give staff an idea of the types of questions they may receive from members. We also provide staff a sample CU Service Center Passport to Convenience for a complete listing of national locations.

Neutrality

We always train new employees on network neutrality. After educating employees on the importance of following the neutrality rules, we require the employee to sign a statement confirming that they will uphold the neutrality agreement. This helps our employees realize how important neutrality is to the success of the network.

Updating Staff

When our credit union management team holds its regular staff and management meetings, we include updates on new CU Service Centers and reinforce to staff how the Centers benefit our members.

Travelers Cheques

When members request Travelers Cheques at the teller lines, our tellers inform members about CU Service Centers and their benefits. If members mention where they are traveling, our tellers provide them with a list of nearby CU Service Centers to visit, along with our web address, where they can go for new and up-to-the-minute locations. We also provide a Passport to Convenience locator handbook that members can take with them.

Dormant Accounts

Some of our members’ accounts may become dormant simply because members are not aware that they have a convenient way to access their funds. Our credit union sends out a dormant account letter to members explaining the availability of CU Service Centers.

Senior Club Members

We mail an annual Passport to Convenience directory to members in the senior club, as they tend to travel a lot. We send the directory early enough so it reaches members before the snowbird season begins. We take a minute to explain the convenience and benefits of visiting a CU Service Center.

College-bound Students

We educate parents on the benefits of CU Service Centers and the locations available where their children can access their credit union accounts while away at college. We include this information in our college loan package and in all communications we send to parents and college-bound students.

Retaining Members

We utilize CU Service Centers to help attract and maintain members who are in the Service. CU Service Centers offers our credit union members the ability to maintain their accounts, while they serve the country.

Target Marketing

When a CU Service Center opens near our existing membership base, we send those members a letter informing them of the new location, offering them another convenient way to access their accounts through the credit union.

Utilizing Turnkey Campaigns

We purchase turnkey marketing campaigns from UsNet. UsNet has several campaigns available to choose from. The campaigns are designed to educate members on CU Service Centers and the communication pieces are all customized with our credit union information.

Receipt Messages

We include shared branching information to members on receipt messages. This cost-free method of advertising provides our members a little reminder on the number of places where they can access their accounts.

Cost-free Marketing

We often utilize UsNet’s cost-free materials by going to their website for newsletter articles, web banners and press releases. It’s a great option for us when we don’t have a lot of money or time to spend on marketing.

We use an on-hold message to market our new locations to members and we send e-mail marketing messages as well.

We include a message inside our online banking message board, display a web banner on our credit union website home page and display a permanent link on our web site to the UsNet site for members to connect to the national locator.