Thank member for their patience Repeat steps when making a transfer (15x) Help 2 members get set up with Online Banking Customize member’s transaction descriptions (10x) AVOID FRAUD Help a member block a card Tell member it was a PLEASURE to speak to them today Get a YES to a VITS referral Get a YES to a Visa referral or upgrade to rewards Get a YES to a Personal Loan referral Use “unfortunately” instead of “like I said” Thank member for calling at the END of the call (10x) Ask if they would like a receipt (15x) ASK to place them on a hold (3x) Get a YES to open a Money Market Get a YES to a Quick Draw referral Say happy to help (10x) Reached 5 referrals Inform indirect members of 4 free options with payments (5x) Get a YES to an Auto Insurance Quote Mention members name 3 times Get a YES to refinancing an Auto Loan Get a YES to a Home Equity referral Get a YES to a Health Insurance referral Create conversation with member during silence (10x) Thank member for their patience Repeat steps when making a transfer (15x) Help 2 members get set up with Online Banking Customize member’s transaction descriptions (10x) AVOID FRAUD Help a member block a card Tell member it was a PLEASURE to speak to them today Get a YES to a VITS referral Get a YES to a Visa referral or upgrade to rewards Get a YES to a Personal Loan referral Use “unfortunately” instead of “like I said” Thank member for calling at the END of the call (10x) Ask if they would like a receipt (15x) ASK to place them on a hold (3x) Get a YES to open a Money Market Get a YES to a Quick Draw referral Say happy to help (10x) Reached 5 referrals Inform indirect members of 4 free options with payments (5x) Get a YES to an Auto Insurance Quote Mention members name 3 times Get a YES to refinancing an Auto Loan Get a YES to a Home Equity referral Get a YES to a Health Insurance referral Create conversation with member during silence (10x)
(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-Thank member for their patience
G-Repeat steps when making a transfer (15x)
O-Help 2 members get set up with Online Banking
B-Customize member’s transaction descriptions (10x)
I-AVOID FRAUD Help a member block a card
B-Tell member it was a PLEASURE to speak to them today
G-Get a YES to a VITS referral
O-Get a YES to a Visa referral or upgrade to rewards
B-Get a YES to a Personal Loan referral
N-Use “unfortunately” instead of “like I said”
O-Thank member for calling at the END of the call (10x)
I-Ask if they would like a receipt (15x)
I-ASK to place them on a hold (3x)
N-Get a YES to open a Money Market
B-Get a YES to a Quick Draw referral
N-Say happy to help (10x)
G-Reached 5 referrals
N-Inform indirect members of 4 free options with payments (5x)
G-Get a YES to an Auto Insurance Quote
O-Mention members name 3 times
I-Get a YES to refinancing an Auto Loan
G-Get a YES to a Home Equity referral
N-Get a YES to a Health Insurance referral
B-Create conversation with member during silence (10x)