Use a SOP Create an interaction in KeyInsight Schedule an appointment for a member Refer a membership to a non- member Create an opportunity in KeyInsight Update an address Get a check override Complete a business change order Scan ID Learn something new and share with Team Issue a cashier's check Verify you have Keystone Channel pinned Make a member- to-member transfer Payoff a loan Block and issue new debit Find the answer on your own Complete an IMM form Refund a fee Create an internal transfer Close a CD/IRA Help a member PIN their debit Update a member's phone number Print a statement Refer a checking to a savings only member Use a SOP Create an interaction in KeyInsight Schedule an appointment for a member Refer a membership to a non- member Create an opportunity in KeyInsight Update an address Get a check override Complete a business change order Scan ID Learn something new and share with Team Issue a cashier's check Verify you have Keystone Channel pinned Make a member- to-member transfer Payoff a loan Block and issue new debit Find the answer on your own Complete an IMM form Refund a fee Create an internal transfer Close a CD/IRA Help a member PIN their debit Update a member's phone number Print a statement Refer a checking to a savings only member
(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-Use a SOP
G-Create an interaction in KeyInsight
G-Schedule an appointment for a member
I-Refer a membership to a non-member
B-Create an opportunity in KeyInsight
B-Update an address
N-Get a check override
G-Complete a business change order
I-Scan ID
O-Learn something new and share with Team
N-Issue a cashier's check
N-Verify you have Keystone Channel pinned
O-Make a member-to-member transfer
O-Payoff a loan
I-Block and issue new debit
B-Find the answer on your own
N-Complete an IMM form
O-Refund a fee
O-Create an internal transfer
G-Close a CD/IRA
G-Help a member PIN their debit
B-Update a member's phone number
I-Print a statement
B-Refer a checking to a savings only member