Assets: $$2.18 billion
Area served: Central Valley, California
URL for Facebook page: n/a
URL for Twitter account: n/a
URL for YouTube channel: n/a
Number of customers: 250,000+
Number of branches: 68
Members per branch: 3,676
Number of total employees: 800
Ratio of customers to employees: 312:1
Number of campaigns run every year: 4-8 major campaigns
Number of employees in marketing department: Five (0.6% of total workforce)
Top marketing executive: Nicole Johansson, VP Marketing Manager
- One VP/Marketing Manager – Responsible for marketing strategy, planning and managing staff. She writes press releases and performs some PR and media relations functions. Additionally she interfaces with internal clients and senior staff on bigger picture goals and objectives.
- One Marketing Specialist – Assists Marketing Manager. Handles production/traffic coordination, department budgeting, invoice reconciliation, media buying. Manages donations and events. Liason with vendors and internal clients for special projects. She also writes copy and helps with online strategy… and about a million other things.
- One Creative Services Manager – Run the gamut of creative deployment across a wide variety of advertising/ marketing disciplines/channels ( TV, Radio, Print, OOH, Online, Environmental design, copy writing.) Generate creative strategy for internal and external clients. Communicate and facilitate our creative direction and brand position to a wide audience. Mentor and collaborate with other creatives internally and externally.
- Two Creative Services Specialists (Graphic Designers) – Work in conjunction with Creative Services Manager and internal clients juggling multiple projects, execute creative strategy across multiple mediums and platforms. Print buying. Manage budgets and deadlines and a host of other skills.
Systems & Tools
|Have Now||Don’t Have||Not Yet,
But Plan To
|Formal written marketing plan||X|
|Brand standards manual (addressing design)||X|
|Brand guidelines book (for staff)||X|
|Matrix mail program||X|
|Social media strategy||X|
|In-branch video merchandising system||X|
|Formal SEO strategy||X|
In-House vs. Vendor
|Promotional items, giveaways||X|
|Sales collateral, brochures||X|
Marketing Channels Deployed
|Using Now||Don’t Use||Not Yet,
But Plan To
|Ads within online banking||X|
|Paid banner ad placements||X|
|Search engine marketing (e.g., Adwords)||X|
Our annual Random Act of Kindness effort. We have an extensive supermarket banking presence and each year around Thanksgiving and again around Christmas, we buy hundreds of $10 gift cards and let our bankers go give them away to people they find in the stores that they feel genuinely need it — whether they’re a customer of the bank or not. We never get tired of the stories we hear from the field about that promotion.
The Biggest Challenges Over the Next 12-24 Months
Besides an apathetic audience? LOL… Actually our biggest challenge and opportunity revolves around a recent company-wide brand clarity initiative, building and supporting an aggressive roadshow rollout for our staff. The next big challenges are improving our online and mobile capabilities, and deploying a CRM solution. You know, little things 🙂
Critical Products to Market This Year
Improved online capabilities, mobile banking enhancements, mobile app.
Social Media Strategy
While we’ve been an early adopter of online and mobile banking technologies, we essentially sat out the rush to social media — and I believe for the right reasons. While we (meaning those of us in marketing world, and our online team) were pretty gung-ho to dive in, our senior staff took a more conservative “wait and see” approach. While we do have a social media plan developed, the main concerns: lack of manpower to throw at it, and the potential compliance risks.
How Do You Track Marketing ROI?
We’ve been doing more focus groups to measure brand awareness and get product feedback. We also currently tap a consultant who helps us negotiate our TV/Radio and OOH contracts and then tracks performance against our buy to give us a yearly roll-up of dollars spent/ leveraged value across all channels and markets … we still have a long way to go.