To hear a sample of Sun Federal Credit Union's On Hold Marketing, click the play button above.
What They Do and Why They're Different
Sun Federal Credit Union is a full service financial cooperative, established in 1950, to serve sponsor groups and their families as well as those who live, work, worship or attend school in Montgomery, Philadelphia, Delaware and Berks Counties in Pennsylvania.
As a credit union, Sun Federal is owned by its members. This cooperative structure means that, unlike many financial institutions, they don't pay stockholders. All dividends are returned to the membership in the form of reduced rates, improved services, and diversified offerings.
Sun Federal Credit Union fosters a lifetime relationship with their members, evidenced by the generations of families that trust Sun Federal's experts with their financial business.
Marketing Mission
Sun Federal’s marketing efforts are focused on fulfilling their mission of improving the quality of life for each member through personal and professional service that results in serving members for a lifetime.
To that end, they employ a variety of tools to keep members in touch with current promotions and enhance their members' interaction with the Credit Union, including:
A website through which members can access their accounts and conduct business online
Automated Call Distribution to streamline the call process when members call any location
An On Hold Marketing program that informs callers about member benefits, special rates, financial management tips, and more
How On Hold Marketing Helps
On Hold Marketing creates a positive experience for Sun Federal Credit Union members who may need to be placed on hold during a conversation with a member service representative. Beth Cook, the Senior Marketing Specialist for Sun Federal, puts herself in her members’ shoes when she thinks about what to include on hold.
By thinking like a member, Beth is able to craft messages that educate and entertain callers, and deliver "a-ha" moments when callers realize Sun Federal offers something they need.
Additional Marketing Efforts
In addition to Automated Call Distribution and On Hold Marketing, Sun Federal also uses direct mail postcards, printed newsletters, statement enclosures, letters and newspaper advertising in the Toledo and Philadelphia areas to inform members about their latest promotions.
Market Changes
Over the last 20 years, there has been an increase in the number of places people can go for financial services. Still, by maintaining an open dialogue with members, delivering requested services and providing trusted advice, Sun Federal has experienced member growth.
Sun Federal has added locations to serve their growing membership, utilized current technology to benefit members, improved member experiences, and added a University for employee training.
"The Great Recession" of 2008 and 2009 increased the members' needs for trusted financial counsel. Sun Federal responded by broadening their finance education services. Sun Federal Credit Union remains committed to offering financial education and management products and services to help members meet their financial goals.
Client Testimonial
"BusinessVoice provides personal and down-to-earth, yet professional customer service. You can tell they are truly interested in helping you generate interest to help your business grow."
"My expectations are exceeded every month. It's incredibly valuable that I'm contacted with reminders that my message choices are due. Also, they are always willing to work with my schedule if necessary." - Beth Cook, Senior Marketing Specialist, Sun Federal Credit Union
On Hold Marketing Copy Sample
Sun Federal can help you reach your financial goals! Ask to speak with a loan officer to create a plan to save you money and get you where you want to be financially. In a partnership with GreenPath, Inc., Sun Federal also offers free, confidential financial education, coaching and advice, by appointment, at any of our locations or by phone. Ask about the other services our Member Education and Financial Coach provides
Looking for a way to buy that special gift this holiday season? Sun Federal offers a $1,000 Holiday Loan for as little as $21 a week. Just think of the possibilities! Let us help you make this holiday season one your family will never forget. Offering peace of mind and helping members enjoy life is part of our mission. Sun Federal is here for you. Please ask us for Holiday Loan details at the end of your call.
Our younger members are special at Sun Federal! That's why we have many different opportunities for kids to become active savers, including a 30-month, no-minimum, add-on certificate. We want to help them achieve their dreams! Children love to visit just for a smile and a lollipop. But even more exciting is when they make a deposit: they get to pick a prize from the prize bin! Youth can also benefit from the Grade Card Match! These are just a few of the many ways we encourage kids to save money.
Do you remember your first checking account? How about your first auto loan? Sun Federal offers the tools to help fourteen through seventeen-year-olds gain financial independence. With the help of Guides to Independence, at www.SunFCU.org, young adults can open their first checking account, ATM Visa Check Card, online account access, Visa Platinum Credit Card and auto loan. Encourage the teens in your life to take their first steps to become financially independent. Visit www.SunFCU.org for more information, or we can answer any questions when we return to you call.
Worrying about your financial health? You need a Sun Federal Credit Check-Up! Discuss your credit score with a professional to learn how the score is calculated and how it affects your financial life. Sun Federal loan officers can help you understand your credit report and prescribe ways to improve and maintain a healthy credit score. Keeping your credit score in check will help you reach your financial goals. Stop in for your Credit Check-Up today or call our financial coach at 866-697-2841.
Organize your financial affairs and plan for the future with the help of a Credit Union financial management representative. Ask to make a no-cost, no-obligation appointment when we return to your call. Representatives can help you analyze your current situation and identify objectives for college funding, retirement, annuities, investments and more.
On Hold Messaging