(1) 6/20/ Fall Visa Retail Branch Promotion

ROCK! PAPER! ACTION!

(3) 6/20/2012 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

(4) 6/20/2012 Promotion Details + Enrollment deadline is June 13, Promotion runs from September 1 – October 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

(5) 6/20/2012 Instant Win Game + Employees receive scratch card For every credit application taken For every referral that leads to a credit application For every new debit card opened (if applicable) + Manager distributes scratch card to employees + Employees scratch card to reveal a prize or “no prize” chance of winning a prize + Employees receive prize if card is a “winner” + Prize pool includes: Gift cards of $10 value Gift cards of $5 value Gift cards of $1 value

(6) 6/20/2012 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 + You should track applications taken and prizes distributed

(7) 6/20/2012 Branch Kits + Branch Kit is distributed to each participating branch Sent directly to branch managers + Kit contains - Branch Manager’s Guide Poster for break room Lay by Cards for employee reference Scratch Off Instant Win Game Cards Prizes* + Additional kits are available if needed *Prizes are subject to change based on merchant availability

(8) 6/20/2012 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

(9) 6/20/2012 Employee Lay by Card Employee Reference Guide

(10) 6/20/2012 Break Room Poster Display poster for employee break room

(11) 6/20/2012 Online Training + Each employee will be given access to the Visa online training site developed by Advisors Plus + Training consists of 4 classes (CU decides which apply) 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

(12) 6/20/2012 Campaign Site + Site is on MemberConnect in Advisors Plus section + MemberConnect link is + Advisors Plus landing page link is

(13) 6/20/2012 Campaign Site + Enrollment Form + Promotion Overview Recorded Session + Promotion Overview PowerPoint + Manager Tips and Tricks Available in July 2014: + Branch Manager Kick-Off Recorded Session + Online Training Demo For use during the promotion only: + Additional Branch Kit Request Form

(14) 6/20/2012 Why Participate? + There is no cost to participate. + PSCU and Visa have funded all materials, prizes and training. + Great way to educate your employees on the benefits of your Visa cards. + Create fun and excitement at your branches (including call centers, loan departments and customer service areas) + Contact your PSCU Account Executive for more information about the promotion.

(15) 6/20/2012 Key Dates + June 13 - Enrollment ends + August 15 – Branch kits arrive at branches + August 15 – Online training course available to employees + September 1 – Promotion starts + October 31 – Promotion ends + November 3 - Survey

(16) 6/20/2012 Teresa Willatt Campaign Specialist Teresa Willatt Campaign Specialist

(17) 6/20/2012