Financial Institution: Citizens National Bank

This branch promotion used a school-themed “lesson plan” concept to increase awareness of products, services, and convenient branch hours in a fun and educational way. The back cabinets were transformed into a chalkboard-style display featuring a “better banking lesson plan,” while the teller line showcased school supplies such as books, rulers, pencils, and apples to reinforce the theme.

Team members brought the concept to life by dressing as teachers or coaches on Fridays, creating a consistent and engaging visual experience. A slideshow displayed on the branch television highlighted staff participation and reinforced key messaging around products and services.

To extend engagement, employees distributed coloring sheets to children that included basic savings concepts. This created a natural opportunity to connect with parents and introduce conversations about youth savings accounts and financial education.

The promotion successfully increased awareness and engagement, resulting in 29 new checking accounts, 9 savings accounts, and additional referrals for expanded financial services.