Tips for Effective Meetings!
Outline to follow for your next meeting
Tips from the Credit Union and other Ambassadors
Please inform the credit union at least two weeks before your event. Feel free to print this outline and use it for informational meetings.
Outline to follow
Introduction:
Introduce yourself; explain your role as the credit union ambassador. Distribute packets and gift.
Credit Union Benefits:
Facilities:
- Woodbury Branch Office
6789 Upper Afton Road, Woodbury
Lobby, drive up teller, 24/7 surcharge free ATM
- Eden Prairie Branch Office
7912B Eden Road, Eden Prairie
Lobby, drive-up teller
- Columbia Heights Branch Office
4111 Central Ave NE, Columbia Heights
Lobby, drive up teller, 24/7 surcharge free ATM
- Hours
Lobby - 8:30 AM to 5:00 PM Monday through Friday
Drive-up and phone service - 7:30 AM to 5:00 PM Monday through Friday
Products:
Share Savings Account. A basic share savings account is opened when you join the credit union. The account earns a daily dividend paid quarterly.
Special Savings Accounts. You can open any of these special purpose accounts and earn higher dividends: VIP Market Rate Account, Deposit Account, Holiday Account, Vacation Account, and Summer Paycheck Account.
Checking Account. Our No-Fee Checking account offers no monthly fee, no minimum balance to maintain the account, no per check fees, and earns interest on the average daily balances of $500 or more. Your first 150 checks are free of charge. An Instant Cash and Check debit card and overdraft protection are also available.
VISA® Credit Card. Our card offers no annual fee, low variable interest rate (adjustable quarterly), 25-day grace period on purchases, free travel life insurance and optional death & disability coverage.
Loans. Loans are available to meet all of your borrowing needs, such as: new and used auto, appliance and furniture, signature, RV or watercraft, home improvement, home equity, first and second mortgages, student loans and more. We offer low interest rates, convenient payment terms and friendly, fast service.
Investments. Certificates of Deposit are available at current market rates to suit your investment needs. Individual Retirement Accounts (IRAs) and Simplified Employee Pensions (SEPs) can help you plan for retirement.
Life Stage Accounts. From birth through retirement - United Educators Credit Union has accounts uniquely tailored for the times of your life. Each "Moments in Life" account offers special, money-saving benefits that offer solutions to your changing financial needs.
Pee Wee Penguin Club - for ages 0-9
My Mula™! - for ages 10-15
Student Account - for ages 16-20
Life Moment Resource Center - Accounts for all of Life's stages!
Educator Benefits:
- Low or no account fees
- Summer Pay Account - Great for educators that only get paid 9 months of the year. Direct deposit a portion of each paycheck into your summer pay account and we'll mail you a check in the summer.
- Educator Scholarship for continuing education
- Emergency loans - strikes, constructive receipt, natural disasters etc.
- Organizational accounts for local associations or other education related organizations
- Ambassador program
You don't have to live next door to use the credit union:
- Direct Deposit
- ATM/Debit Card
- 2 Surcharge-Free ATMs
- Wells Fargo Agreement for Surcharge-Free transactions at their bank locations
- Home Banking and Online Bill Pay service
- Web site - online applications, check reordering, car buying service, E-mail, financial calculators, rates
- CATHY Automated Phone Teller
- 24/7 Loan Call Center
- Toll free numbers (and a live person answers the phone Monday through Friday from 7:30 am to 5:30 PM)
- Mail transactions
Share your personal experience with the credit union:
What do you like about us? How have we helped you specifically? What do you see as advantages of membership? Your personal story will most likely be the most powerful influence on whether or not they join.
How to apply for membership:
Staff that joins United Educators within 30 days of your meeting will receive $10 deposited into their share savings account. Instruct them to attach their invite  (66 kb) to the application to receive the $10. In addition, they should attach their membership referral coupon (516 kb) to ensure that you receive your incentives.
Normally one must deposit $25 into a share savings account to become a member. New staff taking advantage of the $10 deposit offers needs only to send us $15.
Application cards and postage paid envelopes are included with your meeting materials. They may also apply online if they wish. Once we receive their application, we will mail out a signature card. They will need to sign it, and mail it back to us with their deposit and new staff welcome invite.
This would be a good time to note that once they join, their family members are also eligible to join. And once a member, they are always a member of the credit union - even if they change schools or even leave the profession all together.
If you have any questions or need further information or clarification - please don't hesitate to contact us.
Tips from the Credit Union and other Ambassadors
- Hold the meeting during a time where you know staff will not be as busy
- Emphasize the banking online features to staff to encourage them to look past the location problem. Show that it is easy.
- Hand out free bees at the end of the presentation in order to receive the attendees' full attention.
- If uncomfortable about what to say, look at the outline or call the credit union and ask for help.
- Ask to borrow an informational videotape about credit unions for your meeting.
- Emphasize the differences between a credit union and a commercial bank.
- Follow up on the staff that attended the meeting to see if they joined.
- Get feedback from the staff that attended the meeting.
- Provide treats for the attendees; food is always a motivator and the credit union will reimburse you for the expense.
- Ask current members of the credit union at your school to talk about the credit union at the meeting.
- The meeting can be informal; you could simply invite staff and let them mingle while you talk to individuals about the credit union.
- Inform the credit union at least two weeks before your meeting. That way you will receive your materials in plenty of time.
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