FSR Bingo

This bingo card has a free space and 24 words: You tell another FSR about 2 checking acct products we offer and all of the benefits by memory, You heard an FSR ask "Is there anything else that I can do for you" (or something similar), Opened a CD with brand new money to FIB, You have the read the most recent Retail Newsletter and have to tell 1 FSR one takeaway you learned, Updated any information for 3 clients (list the names), You initiated nonbusiness conversation with your client, You filled out a client profile form and attached in 360 (list the client), Input a loan into Appro, You ordered 2 new debit cards with the client opting in for Courtesy Overdraft, Go over with another FSR as to what you disclose to a brand new client opening an account. Ask them for any suggestions., You tell the other FSR about the other 2 checking acct products we offer and all of benefits by memory, You submit 1 credit card application, You educated a client about fraud prevention, You answered 5 phone calls (list each person), You notarized documents for a customer, You input a referral (list to which department), You watched a new LinkedIn learning training from start to finish (list the name of the training), Review our Values and tell 1 FSR about one value that you are good at and 1 value that you would like to focus on, You heard the FSR taking the client introduce themself and use the client's name, You initiated 2 credit card conversations (list names), You logged 5 activities into 360 View, You greeted a client waiting in the lobby line, You assisted a client with an online banking problem/need and got the issue resolved and You tell Sarah the correct way to quote our yield rates per the most recent Retail Newsletter.

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