Thankmemberfor theirpatienceRepeat stepswhen makinga transfer(15x)Help 2members getset up withOnlineBankingCustomizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardTell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralGet a YES toa Visareferral orupgrade torewardsGet a YESto aPersonalLoan referralUse“unfortunately”instead of “likeI said”Thankmember forcalling at theEND of thecall (10x)Ask if theywould likea receipt(15x)ASK toplacethem on ahold (3x)Get a YESto open aMoneyMarketGet a YESto a QuickDrawreferralSayhappy tohelp (10x)Reached5referralsInform indirectmembers of 4free optionswith payments(5x)Get a YESto an AutoInsuranceQuoteMentionmembersname 3timesGet a YES torefinancingan Auto LoanGet a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralCreateconversationwith memberduring silence(10x)Thankmemberfor theirpatienceRepeat stepswhen makinga transfer(15x)Help 2members getset up withOnlineBankingCustomizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardTell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralGet a YES toa Visareferral orupgrade torewardsGet a YESto aPersonalLoan referralUse“unfortunately”instead of “likeI said”Thankmember forcalling at theEND of thecall (10x)Ask if theywould likea receipt(15x)ASK toplacethem on ahold (3x)Get a YESto open aMoneyMarketGet a YESto a QuickDrawreferralSayhappy tohelp (10x)Reached5referralsInform indirectmembers of 4free optionswith payments(5x)Get a YESto an AutoInsuranceQuoteMentionmembersname 3timesGet a YES torefinancingan Auto LoanGet a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralCreateconversationwith memberduring silence(10x)

Courtesy Words & Referrals - Call List

(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.


1
I
2
G
3
O
4
B
5
I
6
B
7
G
8
O
9
B
10
N
11
O
12
I
13
I
14
N
15
B
16
N
17
G
18
N
19
G
20
O
21
I
22
G
23
N
24
B
  1. I-Thank member for their patience
  2. G-Repeat steps when making a transfer (15x)
  3. O-Help 2 members get set up with Online Banking
  4. B-Customize member’s transaction descriptions (10x)
  5. I-AVOID FRAUD Help a member block a card
  6. B-Tell member it was a PLEASURE to speak to them today
  7. G-Get a YES to a VITS referral
  8. O-Get a YES to a Visa referral or upgrade to rewards
  9. B-Get a YES to a Personal Loan referral
  10. N-Use “unfortunately” instead of “like I said”
  11. O-Thank member for calling at the END of the call (10x)
  12. I-Ask if they would like a receipt (15x)
  13. I-ASK to place them on a hold (3x)
  14. N-Get a YES to open a Money Market
  15. B-Get a YES to a Quick Draw referral
  16. N-Say happy to help (10x)
  17. G-Reached 5 referrals
  18. N-Inform indirect members of 4 free options with payments (5x)
  19. G-Get a YES to an Auto Insurance Quote
  20. O-Mention members name 3 times
  21. I-Get a YES to refinancing an Auto Loan
  22. G-Get a YES to a Home Equity referral
  23. N-Get a YES to a Health Insurance referral
  24. B-Create conversation with member during silence (10x)