MoneyViewandMoneyDesktop!

Transcription

MoneyViewandMoneyDesktop!
COMMON
interest
Neighbors Serving Neighbors®
NG
COMI
LATE
R
SUMME
SUMMER 2012
Something to SMILE about:
MoneyView and MoneyDesktop!
At PVFCU, we’re smiling because of what’s just around the corner – new and enhanced services to make your
banking more convenient and flexible, with technology that can save you time and money, too.
MoneyView Mobile
Yes, we’re going MOBILE! You asked for mobile banking – and it’s
on the way! The MoneyView Mobile service is being developed
and tested this summer – look for it in late August. You’ll enjoy
the convenience of banking anytime, anywhere on your iPhone,
Android or iPad. And it will be safe and secure, with state of the art
technology. Download the app or use the mobile website or text
banking – your choice!
Check balances | Transfer money
Look at account history | Pay bills
Even deposit checks on the go with your device’s camera!
MoneyView Online
We’re spiffing up Online Banking! You told us you wanted
an improved, easy to use online
banking experience, and it’s
on the way as well. With
MoneyView Online, you’ll
Saves Time
enjoy features like:
MoneyDesktop
All your financial details – all in one place! MoneyDesktop™ is an
award-winning personal financial management service that will simplify
your life. The application gathers basic financial
information from ALL of your different financial
accounts and organizes it into one convenient
spot. With MoneyDesktop™ you can:
Set a budget | Track your expenses
Manage debt
You’ll see everything that’s coming in and going
out, so you can make more informed financial
decisions. It’s built in “GuideMe” feature is like
a personal financial coach that can help you
save money. It automatically
updates where you are
financially, then gives you
relevant advice on where
to go next.
nImages of all cleared checks
nElectronic transfers to/from
other institutions
nAutomatic account updates
to Quicken or Quickbooks
nHome deposit of checks
(with a scanner)
nMore transaction details
540-434-6444
| 888-900-6444 | [email protected] | www.pvfcu.org
More details
COMING SOON!
Member Discounts
Did you know that there are special discounts
for you, just for being a member of a credit
union? Discounts available include Sprint,
Turbo Tax, Dell, DirecTV, and FTD Florist. To
view all the discounts and for more details, go
to www.lovemycreditunion.org.
Welcome Our New Employees
We’re excited to introduce new PVFCU Tellers!
Aaron Brydge
Kathryn Hamilton
Chelsea Mast
Jason Ropp
Senate Bill Would Create Jobs
Getting Married?
Buying a New
Home?
New Baby in the
Family?
If you answered YES to
any of these questions,
you need a life insurance
review. Each of these
important life events are
exciting and create new
responsibilities. If it’s
your first time getting
life insurance or if you
just need to update your
policies, we can help.
Just call us to schedule
a complimentary
review.
PVFCU has been working in our local community and with other national credit union
organizations to raise awareness about increasing the member business lending cap.
Federal law currently limits the amount of small business loans credit unions can make. A
number of credit unions, including ours, have hit this cap and are forced to turn away local
small businesses in need of credit. The Credit Union Small Business Jobs Bill that would raise
the cap (waiting on a vote in the Senate at the time of this publication) will not cost taxpayers
a dime, but would help small businesses fuel job growth, creating nearly 5,000 new jobs in
Virginia.
You, our members, have helped in the cause by urging our VA Senators to support the bill, thru
emailing them in addition to signing more than 625 postcards that were mailed to them. THANK
YOU! We also created a short video, interviewing some of our members who own small businesses,
which has been viewed more than 860 times (Click the YouTube link on our website home page to
view the video)!
Additionally, Ken Gonyer, Broadway Branch Manager, was awarded the 2011 Political Action Advocate
of the Year by the Virginia Credit Union League and the Credit Unions Care Foundation of Virginia, in
recognition of Outstanding Achievement, Leadership and Vision as a Champion of Political Action. His
work included leading efforts on the member video that was created, as well as contributing numerous
articles to national credit union publications and blogs. He accepted the award on behalf of PVFCU
and numerous other employees who have spent significant time on raising awareness of the business
lending cap issue.
Keep an eye on our website and Facebook page to stay informed on the latest details and outcome of
the Senate vote on the Small Business Jobs Bill.
New Partner Organizations:
We’re happy to welcome these new Partner Organizations: Park View Village, Poultry Specialties,
Inc., Schlabach Drywall, and Sofas 4U Plus.
Please contact us if you’re interested in offering this additional benefit (no cost to you!) to
employees of your business or organization.
540-434-6444
| 888-900-6444 | [email protected] | www.pvfcu.org
Annual Report
Wins National
Marketing Award
We were recently honored with a Diamond
Award, which recognizes outstanding marketing
and business development achievements in
the credit union industry. We received the
“Category’s Best” award in the 2010 annual
report (published in 2011) category for our
entry, entitled “We Have Roots Here, Not
Just Branches.” The award was presented
by the Credit Union National Association
(CUNA) Marketing and Business
Development
Council, a
national network
comprised of
nearly 1,000 credit
union marketing
and business
development
professionals.
Make a
SPLASH
this
Summer!
Auto Rates
as
low
as
2.99%
APR
Receive a PVFCU cooler packed full
of summer fun with every auto loan!
Rate based on qualified applicant.
Offer valid while supplies last.
New Board Members Elected at
Holiday
Closings
INDEPENDENCE DAY
July 4
LABOR DAY
September 3
Annual Business Meeting
PVFCU’s annual business meeting was held on May 17th at VMRC. Three board members were elected
during the meeting: Leslie Fulk of Broadway and Irene Kniss and Dan Martin, both of Harrisonburg.
Appreciation was expressed for Wallace Hatcher, outgoing Board of Directors President, whose strong
leadership and contributions to PVFCU will have a lasting impact. Current Board Member Larion
Hostetler, was nominated to serve as President for the next 2 years, succeeding Hatcher. John Beiler,
CEO, shared a few highlights of the past year, including surpassing $100 million in assets making us one
of the top 30 largest credit unions in VA. He also shared clarified values and a new mission statement
that resulted from a recent strategic planning process. Members, employees, and board members
concluded the evening enjoying ice cream sundaes.
Integrity
| Community | Financial Acumen | Service
PRSRT STD
U.S. Postage
PAID
CUAdvantage
1675 Virginia Ave,
Harrisonburg, VA 22802
Neighbors
Serving
Neighbors®
HARMONY SQUARE
PHONE: 540.434.6444
S AV E T H E DAT E !
DAYTON
PHONE: 540.879.2274
Saturday, September 22
BROADWAY
PHONE: 540.896.6444
at Eastern Mennonite University Commons
Drop in between 11 a.m. and 2 p.m.
park
view
federal
credit
union’s
BIG
EVENT
VMRC
PHONE: 540.564.3420
PHONE: 540.564.6111
PHONE: 540.437.7412
PHONE: 540.437.7400
MAILING ADDRESS
1675 Virginia Ave., Harrisonburg, VA 22802
TOLL FREE: 888.900.6444
EMAIL: [email protected]
WEB: www.pvfcu.org
*Products are made available by Park View Federal Credit Union and First Financial. Insurance products provided by insurance companies independent of Park View Federal Credit
Union. Advisory services offered through Investment Advisors, a division of ProEquities,
Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer and member of FINRA and SIPC. Park View Federal Credit Union and
First Financial are independent from ProEquities, Inc. Securities and insurance products
offered are not financial institution deposits, have no financial institution guarantee, not
FDIC/NCUA insured, and may involve loss of principal.
Format
n
Fun stuff for kids (of all ages!)
n
Games and giveaways
n
Lunch!
rather than long dinner line
Employees working at a branch
n
MoneyView
and MoneyDesktop
demos
It’s less taxing on us — not a 12
will staff the 2nd half of the event
Similar “fair” feel as the past
Integrity
(What’s
See clean-up/tear
page 1!)
andthat?
help with
-14 hour workday as with a
down*
weeknight meeting
neighborhood theme and with
would
be registration
provided
Simpler meal
(think “hot dog
Look for Everyone
more details
and
information
in mid-August.
fewer displays
lunch
bar” or something similar)
© CUAdvantage.com • 877.799.0784
Several additional inflatable
“Hired help” will be available for
kids activities
tear-down (maybe set-up too)
Why a Saturday?
Community SimplerFinancial
Service
menu (stillAcumen
catered)
Focus will be on promoting eOriginal August date too close *set-up and tear-down: we will be able
to start set up on Friday afternoon and
services, but specific departto roll-out of new online serFederally Insured
NCUAexcept not the
fewby
years,
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