Getting on Campus: Building Strong Ties with your University & College Members Andrea Mosher, VP of Lending University of Michigan Credit Union

University and College Relationships OBJECTIVES Developing Relationships with Key Decision Makers How to Create a Presence and Awareness Understanding the Needs of a University or College Community What to Do When you can’t Compete with Big Bank Dollars Engaging Students in the Credit Union 2

Develop the Right Relationships  Organizational Chart- Who are the decision makers?  Leverage your Resources  What department of the University/College is the best place to start? 3

Create a Presence  Lots of time and effort!!!!  Don’t assume they know who you are!  Build Relationships- Be aware of their goals and initiatives  Community Relationship Officer  Business Engagement Center  Develop a Diplomat Program 4

Active and Present- Where??  Campus Involvement Groups  Museums, Music Society, etc.  Athletic contracts  Nationwide community events  Financial Education Classes  Sporting and Educational Events  Serve on Boards  Large Donations 5

Impact 6

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Understanding the Needs  Keep up on the trends in the student population  Students are “Right Now” people  Target faculty and staff differently  Have the right product and services  Capitalize on Technology  Always present a Win/Win 8

Competing with Big Bank Dollars  The UMCU story  Know your worth- it shouldn’t always be free!  Smaller available sponsorships- create opportunities  Create excitement- people are watching!  Don’t Drop the Ball!  Partner with other credit unions if resources are stretched 9

Engagement – Staff and Students  Get complete staff engagement  Students are a crucial lifeline to credit union growth  Student Orientations  Youth education programs in the summer and on breaks  Internship Opportunities 10

Conclusions  Know your Decision Makers  Don’t Assume They Know Who You Are  Requires Lots of Time and Effort  Be Genuine  Be Present  Be Willing to Spend Money  Always Present a Win/Win  Don’t Overpromise  Have the Right Team  Be a Lifeline to the Students  Endurance 11

Questions?