Holiday Meet & Greet
This branch activity hosted an annual Holiday Meet and Greet designed to show appreciation to current customers and create meaningful engagement with holiday shoppers inside the retail environment. The branch team, along with retail partners, prepared homemade appetizers and sweet treats, creating a warm and inviting atmosphere for all who attended. Leading up to the […]
Squeeze the Stress Away
A proactive branch engagement activity was created to increase visibility and spark meaningful conversations with shoppers inside the retail environment. Team members walked the aisles with a shopping cart filled with branded orange stress balls, inviting shoppers to “think orange” while offering a simple way to relieve everyday stress. The stress balls served as both […]
Children’s Coloring Contest
This branch activity featured a children’s coloring contest designed to engage young members while introducing basic financial concepts in a fun and educational way. The coloring sheets included simple savings messages to encourage early awareness of money management. Families were invited to participate by completing and submitting entries, creating natural opportunities for parents to visit […]
Misplaced Penny
This branch activity used a simple visual cue to spark conversation and create natural engagement opportunities with members and shoppers. A penny was intentionally placed at teller stations or used during aisle walks as a conversation starter when noticed by customers. When pointed out, team members used the moment to create lighthearted engagement and transition […]
You Musta Heard
This branch activity used creative in-store product tie-ins to capture shopper attention and promote key services in a fun and unexpected way. Everyday retail items were paired with clever, handwritten messaging to spark curiosity and start conversations throughout the store. Examples included a mustard display featuring the message “You Musta Heard About Our Great CD […]
Celebrating 20 Years with a Pop
To celebrate the branch’s 20th anniversary, the team created a fun and engaging in-branch experience designed to attract shoppers, customers, and prospects. A popcorn machine and refreshing lemonade were offered outside the branch, creating a welcoming and festive atmosphere that encouraged interaction and conversation. A red popcorn wagon added strong visual appeal at the front […]
Coffee Connection
A senior coffee table initiative was created within a retail partner location to fill a service gap and strengthen relationships with shoppers during weekly Senior Adult Day. When complimentary coffee service was discontinued by the retailer, branch leadership secured permission to continue offering coffee as a community-focused gesture. A dedicated coffee table was set up […]
From Conversation to Membership
A teller was conducting “See You Out Front” time when she noticed a shopper reviewing branch marketing materials. Recognizing an opportunity to connect, she introduced herself and asked if he was currently a member. The individual shared that he was not a member and expressed frustration with fees at his current financial institution. The teller […]
Tiki Time at the Branch
This branch promotion used a festive luau theme to create a vibrant and welcoming summer atmosphere designed to attract attention and encourage member engagement. The branch was decorated with tropical elements including pineapples, leis, grass skirts, tiki-inspired décor, and colorful cockatiel accents throughout the space. The summer luau theme served as an eye-catching way to […]
Guess to Win School Supplies
This branch activity featured a Back-to-School themed promotion designed to engage families and create a fun, interactive in-branch experience. A guessing contest invited children and shoppers to estimate the number of items in a display jar, with a school supplies prize awarded to the closest guess. In addition, children were invited to complete simple information […]