This bingo card has a free space and 24 words: 1 Express Referral, New SB Account, Make a new COI w/ referral for new product, Treasury Managment Referral, New business lead that banks with M&T or FCCB, Attend community event- Volunteer/Mixer, Share 2 things learned from weekly focus facts, Collect a business card from a customer, On lunch or drive send Kristi a prospective business name, Research 1 business industry on Vertical IQ, Schedule appt to visit a current/prospective business customer, 2 yr anniversary calls that leads to review appt with Kristi, New SB Account, Business Enlighten Role Play w/ Kristi, Danielle or Amber, Express deposit opportunity for church, Find a woman owned business prospect, Huddle Quiz Winner, 5 business taglines-track in salesforce with notes, Service to sale for SB customer- ie. accounts/ref./loans, New SB account, SB CC Submitted, New SB account from personal connection, i.e. Facebook, hairdresser, ect., Plan a random act of kindness-send to Kristi and SBRM Opportunity.
⚠ This card has duplicate items: New SB Account (2)
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