How long have you had your current mtg? Speak on Business lending needs What is your emergency plan for the business? Identify a new business from a business deposit Ask if a business has a BLOC What does you business do? Have you had any major life events? What is your Emergency plan? Does the business have a plan for off season? Refer a Friend Who makes the decisions for the Business Do you Rent or Own? Open a CD longer than 12mos Talk about ACH services Do you bank anywhere else? Schedule a HELOC meeting How do you process payments? Submit for Merchant Services What is your Retirement Plan? Talk about Express Deposit Open a new Business HH Do you have a 401K? Schedule a Financial Review Identify a potential Private Banking Client How long have you had your current mtg? Speak on Business lending needs What is your emergency plan for the business? Identify a new business from a business deposit Ask if a business has a BLOC What does you business do? Have you had any major life events? What is your Emergency plan? Does the business have a plan for off season? Refer a Friend Who makes the decisions for the Business Do you Rent or Own? Open a CD longer than 12mos Talk about ACH services Do you bank anywhere else? Schedule a HELOC meeting How do you process payments? Submit for Merchant Services What is your Retirement Plan? Talk about Express Deposit Open a new Business HH Do you have a 401K? Schedule a Financial Review Identify a potential Private Banking Client
(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
I-How long have you had your current mtg?
O-Speak on Business lending needs
O-What is your emergency plan for the business?
G-Identify a new business from a business deposit
B-Ask if a business has a BLOC
G-What does you business do?
B-Have you had any major life events?
O-What is your Emergency plan?
G-Does the business have a plan for off season?
O-Refer a Friend
I-Who makes the decisions for the Business
I-Do you Rent or Own?
G-Open a CD longer than 12mos
I- Talk about ACH services
G-Do you bank anywhere else?
O-Schedule a HELOC meeting
N-How do you process payments?
I-Submit for Merchant Services
N-What is your Retirement Plan?
B-Talk about Express Deposit
N-Open a new Business HH
B-Do you have a 401K?
B-Schedule a Financial Review
N-Identify a potential Private Banking Client