(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.
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I-Find MS prospect and call customer
I-Complete credit card quiz
N-Recommend a HELOC to a customer *
B-Find a customer receiving fees and call them *
O-Find MS prospect and refer them to B, E, or J *
G-Mention low mortgage rates to a customer *
N-Ask customer about current mortgage *
O-Recommend a savings account to a customer that would benefit from it
B-Mention low mortgage rates to a customer *
I-Find a customer not signed up for e-statements and walk them through it*
B-Net Core: Open a checking and savings*
G-Find 3 non WTB business customers in your deposits
N-Ask 3 non customer about opening account
I-Recommend a credit card product to a customer *
I-Recommend consumer loan ( auto, LOC)
N-Find a mortgage prospect and refer to E or J*
G-Ask a business customer about how their business has changed *
G-Refer a friend/family member to WTB
O-Open an account in Argo and get a customer survey back *
O-Send a follow up email to a customer
B-Complete lending quiz
O-Complete checking and savings quiz
G-Find a small business referral-send to E or J
B-Reach out to a customer that you have not seen recently *