Membership Expansion.

In 2022, Ontario-Montclair School Employees Federal Credit Union received approval to expand their membership charter to persons in San Bernardino County, California, who live, work (or regularly conduct business in), worship or attend school in the county. Additionally, membership is also open to business and other legal entities, incorporated and unincorporated organizations located in, or maintaining a facility located in San Bernardino County, California. The goal with this membership expansion was to get the word out to the county, increase referrals for membership and increase membership as a whole for the credit union. A referral program was also implemented to monetarily reward current and future members. 

IN-BRANCH MARKETING

Lobby monitors were created for rotation in the branch to inform current members about the membership expansion and to inform them of the extension and generous referral program. Flyers were placed to the teller line to further inform members of the referral rewards program and membership expansion. Buck slips were created for members to take with them and the QR code allowed easy access to the referral form created on the website. 

DIGITAL MARKETING

Emails and Multimedia Messaging Service texts are sent to membership on a regular basis to help increase awareness of the membership expansion as well as the referral rewards program. A referral form was created on the website and the membership application form was modified to include each member's personal referral code automatically upon click to insure the proper member received credit.

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