January 12 2010 Bank On Agenda

Bank on Yakima County Committee
Tuesday, January 12, 2010, 7:30-8:30AM
Catholic Credit Union


Review/Approve December Minutes

Committee Reports and Committee Function Statements:
- Operations/Training (training for bank/credit union staff)
- Tracking (what do we track/measure that’s meaningful)
- Marketing (brochure to inform customers and social service agencies, etc.)

Review following items:
- Matrix (range of services by financial institution)
- Marketing brochure
- Statement stuffer
- Referral card
- Logo

Procedures to allow homeless to use banking services

When/how to inform social service agencies

Update on YCABC website

Update on vacant VISTA employee position

Other Business/Announcements

Adjourn/Next Meeting Date/Time/Location