CU 2009 INCENTIVE PLAN and PRESIDENTS CLUB The INCENTIVE PLAN and PRESIDENTS CLUB are structured to reward individuals who display  exceptional talent in Sales, Customer Acquisition and Customer Retention.  Individuals who are  proven leaders in these areas will be presented with ____________.   The Contest runs from _____________ to ______________. No carryover of points, referrals or sales  from one contest to another are permitted.  The Sales Tracking system will be utilized as a resource  for tracking point production information including criteria, winner rankings and award details will be  posted on the Sales Area of the web site.   ELIGIBILITY CRITERIA A. TELLERS • WINNERS are based on having produced the highest total of points for referrals for sales of    products and services. • RECEIVE POINTS based on the type of product or service referred and whether or not the    member sat with a Personal Banker or other product provider to obtain more information. • Based on MEMBER SHOP RESULTS BEING ABOVE A DETERMINED THRESHOLD. • Based on other set criteria such as ATTENDANCE. B. PERSONAL BANKERS • WINNERS based on the highest number of referrals for Products and Services that customers    accepted over a threshold of _______ points. • Based on MEMBER SHOP RESULTS BEING ABOVE A DETERMINED THRESHOLD. • Based on other set criteria such as ATTENDANCE. C. MANAGERS/SUPERVISORS • Based on IMPROVEMENT IN THE AVERAGE CROSS SELL RATIO OF THEIR MEMBERS • Based on THEIR PERSONAL SALES RESULTS • Based on THE BRANCH MEMBER SHOP RESULTS BEING ABOVE A DETERMINED     THRESHOLD • Based on HAVING POSITIVE NEW MEMBER GROWTH DURING THE CONTEST PERIOD POINTS A. TELLERS: • Tellers will track each time they make a recommendation for a product or service to a member.     The suggestion must be made based on the perceived need of the member, not a blanker     statement to all members. • When a member accepts a teller's suggestion to talk to a Personal Banker about a product,     they take 5 points for the "Referral".  To count as a referral, the member must agree to a face     to face meeting with the PBR.  The teller who last talked to the customer about the product     gets the points even though several other tellers may have tracked talking to the member.      It can take up to 5 or 6 suggestions before the member understands the product or decides     that they may need the product.  You may decide to give 1 point to all tellers who have logged     talking to the customer about the product if it is purchased within a certain amount of time.    The system will log when, where and what product to whom it was presented.  Automatic     auditing entries prevent fraud.