Banker Best Practices aba.com 1-800-BANKERS ABA Staff Point of Contact Jeni Pastier Senior Manager, Financial Education 202-663-5453 [email protected] aba.com 1-800-BANKERS.

Download Report

Transcript Banker Best Practices aba.com 1-800-BANKERS ABA Staff Point of Contact Jeni Pastier Senior Manager, Financial Education 202-663-5453 [email protected] aba.com 1-800-BANKERS.

Banker Best Practices
aba.com
1-800-BANKERS
ABA Staff Point of Contact
Jeni Pastier
Senior Manager,
Financial Education
202-663-5453
[email protected]
aba.com
1-800-BANKERS
Housekeeping
• Mute phone line
• Slides will advance automatically
• Today’s presentation is being recorded
– Presentation slides and recording will be
posted online early next week
aba.com
1-800-BANKERS
Agenda
 Best Practices from Veteran Participants
• Kurt Schindler, Banco Popular, Hato Rey, Puerto Rico
• Jennell Huff, Bank of the Rockies, Clyde Park, Montana
• Suzy Laird, Somerset Trust, Somerset, Pennsylvania
 Raising Awareness through PR and Social Media
• Meghan French, ABA Public Relations Manager
 Registration
 Questions & Answers
aba.com
1-800-BANKERS
Kurt Schindler
Director, Financial Education
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
Jennell Huff
Personal Banker
&
Maintenance Specialist
aba.com
1-800-BANKERS
Educator and Parent Outreach
aba.com
1-800-BANKERS
Student Activities
aba.com
1-800-BANKERS
Student Activities
aba.com
1-800-BANKERS
Comparison Graphs
aba.com
1-800-BANKERS
Analytics
aba.com
1-800-BANKERS
Suzy Laird
Community Education
&
Graphic Arts Administrator
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
Teaching Aids - Books and Videos
aba.com
1-800-BANKERS
Teaching Aids – Visual Aids
aba.com
1-800-BANKERS
Teaching Aids – Student Activities
aba.com
1-800-BANKERS
Teaching Aids – Student Worksheets
aba.com
1-800-BANKERS
Student and Teacher Gifts
aba.com
1-800-BANKERS
Student Newsletter
aba.com
1-800-BANKERS
How’d We Do? Teacher Survey
aba.com
1-800-BANKERS
Banker Presentation – Information Sheet
aba.com
1-800-BANKERS
Kids Super Saver Account
aba.com
1-800-BANKERS
aba.com
1-800-BANKERS
ABA Staff Point of Contact
Meghan French
Manager,
Public Relations
202-663-5468
[email protected]
aba.com
1-800-BANKERS
Raising Awareness and Generating Positive PR
Five steps to a successful campaign
1. Gather photo release of the students
2. Media advisory: Send 1 week and 1 day
before your event
3. Media pitch: Allow 2-3 days after you’ve sent
the first media advisory to start pitching
4. Press release: Send the day before or the day
of your event
5. 2015 TCTS Social Media Guide
Twitter, Facebook, Instagram, LinkedIn
aba.com
1-800-BANKERS
All materials
available at
aba.com/teach
Survey Question
Have you used any social media platforms to promote your Teach
Children to Save event in the past?
A. No, I have not previously used social media to promote my Teach Children to Save event
B. Yes, I have previously used social media to promote my Teach Children to Save event
C. Not sure
Do you have access to social media during work hours?
A. No, I do not have access to social media during work hours
B. Yes, I have access to social media during work hours
C. Not sure
aba.com
1-800-BANKERS
Twitter Chat
NEW! TCTS Banker-to-Banker Twitter Chat
Wed., March 12 from 2:00 – 3:00 p.m. ET
Learn more at www.aba.com/Engagement/Pages/TCTSTwitterChat.aspx
• Create a nation-wide community around TCTS and
generate early positive publicity for your events
– Veterans: Your ideas and advice are greatly appreciated not
only by bankers but by all of your Twitter followers. Help
others be just as successful in reaching students
– Newbie: Get ideas on how to structure your event,
partnerships, engaging students, etc. You’ll leave the Twitter
chat empowered to implement newly learned best practices
aba.com
1-800-BANKERS
Twitter Chat
How do I know when and what to tweet during the chat?
• Jump into the conversation whenever you want.
• You might want to start by introducing yourself and if you’re
a new or veteran TCTS participant.
• Twitter chats move quickly – don’t let that discourage you.
• Plan ahead by drafting a couple of questions or the best
practices that you want to share.
• Save these questions and best practices in a word
document and have it ready when the chat starts so you
can easily cut and paste from it.
aba.com
1-800-BANKERS
Survey Questions
Does your bank have a Twitter account?
A. No, my bank does not have a Twitter account
B. Yes, my bank has a Twitter account
C. Not sure
Are you interested in tweeting with other bankers about Teach Children to
Save during the Twitter chat?
A. No, I am not interested in tweeting with bankers about Teach Children to Save
B. Yes, I would like to tweet with bankers about Teach Children to Save
C. Not sure
aba.com
1-800-BANKERS
ABA Shopping Cart Registration
Aba.com/Teach
aba.com
1-800-BANKERS
ABA Shopping Cart Registration
 Free
 Non ABA
Members OK
 User name is
bank email
aba.com
1-800-BANKERS
Registration 101
Returning users
information is
already filled in.
If your
information has
changed you can
update it on this
form.
aba.com
1-800-BANKERS
ABA Shopping Cart Registration
Required Information
# of Presentations
# of Students
# of Employees
# of Branches
aba.com
1-800-BANKERS
ABA Shopping Cart Registration
Required Information
Enter City
Select State from drop down
CLICK ADD
aba.com
1-800-BANKERS
ABA Shopping Cart Registration
Required Information
City AND State Added
Click Submit
aba.com
1-800-BANKERS
Successfully Registered
aba.com
1-800-BANKERS
Questions and Answers
 Visit aba.com/Teach for all Teach resources
 Submit questions using “WebEx Chat” feature
 Questions after the webinar
email: [email protected]
call: 202-663-5453
aba.com
1-800-BANKERS