This bingo card has a free space and 24 words: Input a loan into Appro, Updated any information for 3 clients (list names), You answered 5 phone calls each day this week (list all names), You tell another FSR about 2 checking acct products that we offer and ALL of the benefits/features by memory (list the 2 DDA accounts), Review FIB Values an and tell 1 FSR about one value that you are good at and 1 value that you would like to focus on throughout the week, You input a referral (state to which department), You tell the other FSR about the other 2 checking acct products we offer and all of the benefits/features by memory (list the other 2 DDA accounts), Go over with another FSR as to what you disclose to a brand new client when opening an account. Ask them for any feedback or suggestions, You notarized 5 documents this week (list the names), You tell Sarah the correct way to quote our yield rates per Newsletter 8.17.2023, You heard an FSR ask "Is there anything else that I can do for you?" (or something similar) (list client's name), You initiated 2 conversations about credit cards and ask if clients would like to apply for one of our cards, You have read an article regarding anything bank or finance related in your free time (list name of article), You initiated nonbusiness conversation with your client, You educated 2 clients about fraud prevention this week, You have read the most recent Newsletter and have to tell 1 FSR a key takeaway you learned, You greeted a client waiting in line in the lobby, You filled out 2 client profile forms and attached in 360 (list clients), You heard an FSR introduce themself, use the client's name as they take them to their office, You submit 2 credit card applications with 1 being approved, You logged 5 activities into 360 view, Opened a CD with brand new money to FIB, You assisted a client with an online banking problem/need and got the issue resolved and You watched a new LinkedIn learning training from start to finish in your free time (list the name of the training).
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