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Siskiyou Central Credit Union Policy # Policy: Marketing Policy Areas of Responsibility: CEO Last Board Review: May 18th 2009 Last Revision: Unknown ________________________________________________________________ MARKETING POLICY Objectives o The purpose of all marketing, promotion, education, advertising and public relations shall be to keep members and non-members informed about the benefits of credit union membership. o The policy of Siskiyou Central Credit Union shall be to emphasize it as a membership organization. Its policy shall be to provide maximum communication to members. Education o Education programs shall be developed for members. o The format of member programs shall include, but not be limited to: 1. Credit union services 2. Philosophy of credit unions 3. Consumer credit Public Relations o The CEO shall be responsible for maintaining a friendly and memberoriented atmosphere in the credit union office and the community. o Siskiyou Central Credit Union staff is expected to take a personal interest in communicating information to the members in an accurate and friendly manner. o Periodic efforts will be made to measure the image of the credit union. Siskiyou Central Credit Union Marketing Policy Date 5/18/2009 1 Siskiyou Central Credit Union Policy # Annual Meeting o The CEO shall be responsible for recommending to the board the budget of the annual meeting, the objectives and the format. o The annual membership meeting, aside from meeting the statutory requirements, shall serve to accomplish a specific objective, such as education. o The meeting shall be held at a time and place consistent with the meeting objective. Advertising and Promotion o A systematic advertising and promotion campaign will be a continuous part of the credit union operation. Included, but not limited to, shall be: 1. Publication of a Newsletter. The CEO shall be designated as the editor. 2. Distribution of promotional literature, whenever possible, with each mailing. o As the staff is the first-line contact with the membership, they should be encouraged to develop ideas and promotions for the credit union. o . Advertising and promotion shall be balanced between institutional, saving, and borrowing. By policy there shall be an emphasis on either savings or borrowing at any given time, and consistent efforts will be made accordingly. o The mailing list of membership may not be provided to any vendor or insurance company. Any general mailing to the membership can be made only with specific authorization of the board of directors. Siskiyou Central Credit Union Marketing Policy Date 5/18/2009 2