Wintrust

Wintrust Bingo Card
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This bingo card has a free space and 24 words: Salesforce - Enter 5 activities, Find Zelle for Business, Discuss loan option with client/prospect, Elan Credit Cards- Review features & benefits, Locate Eagle system, SharePoint - locate printable flyers from Marketing, Re-strap vault cash >30 days, Clear an exception, Webex - Practice a 3-way call, Declutter your workspace, Send referral to partner, Print Bank@Work application, Ensure all brochures in branch are up to date, Review teller area logs - fill in any missing initials, CSS - Locate/review pending accounts, New business prospects - visit or call and introduce Wintrust, Log activity in Kadince, Reach out to referral partner - reconnect, Open or refer new $ CD or SAV, Clean ATM, Quiz self on requirements for $300 Bonus Checking, Recognize colleague - Send a Wintrust WOW, Platinum Adventures - Is your membership form up to date (1/24) and Take picture with client.

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