ApprovedCC appReach out to acustomer youhaven't seen inawhile for awellnessappointmentMake aco-workerlaughTalk aboutgetting abetter yieldon theirsavingsHelp acustomerdo an ATMwithdrawalHelp acustomeron thephoneAsk acustomeraboutrefinancingtheir homePrint adebit cardin EDGECreate aRetailLead inEDGEAsk abouttheclient’s401kDo a pre-appointmentplan withyourManagerTell John Kingthat he’s somuch coolerthan JenniferWelshTalked tosomeoneabout aSavingsaccountDosomethingnice for aco-workerDeliverinsights to5 clientsSend areferralTCRJamOpen a VirtualWallet withdeposits inBOTH Spendand GrowthGive acomplimentto acustomerGuide aclientthroughchecking intothe QueueSend aspotlightto acolleagueMake 15+multichannelcallsGet told thatthey neverneeded 2forms of IDbeforeHelpedsomeoneinto theirsafe boxApprovedCC appReach out to acustomer youhaven't seen inawhile for awellnessappointmentMake aco-workerlaughTalk aboutgetting abetter yieldon theirsavingsHelp acustomerdo an ATMwithdrawalHelp acustomeron thephoneAsk acustomeraboutrefinancingtheir homePrint adebit cardin EDGECreate aRetailLead inEDGEAsk abouttheclient’s401kDo a pre-appointmentplan withyourManagerTell John Kingthat he’s somuch coolerthan JenniferWelshTalked tosomeoneabout aSavingsaccountDosomethingnice for aco-workerDeliverinsights to5 clientsSend areferralTCRJamOpen a VirtualWallet withdeposits inBOTH Spendand GrowthGive acomplimentto acustomerGuide aclientthroughchecking intothe QueueSend aspotlightto acolleagueMake 15+multichannelcallsGet told thatthey neverneeded 2forms of IDbeforeHelpedsomeoneinto theirsafe box

Bank - 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
G
2
N
3
O
4
B
5
O
6
I
7
N
8
O
9
B
10
G
11
O
12
I
13
I
14
B
15
G
16
I
17
I
18
B
19
O
20
B
21
N
22
G
23
N
24
G
  1. G-Approved CC app
  2. N-Reach out to a customer you haven't seen in awhile for a wellness appointment
  3. O-Make a co-worker laugh
  4. B-Talk about getting a better yield on their savings
  5. O-Help a customer do an ATM withdrawal
  6. I-Help a customer on the phone
  7. N-Ask a customer about refinancing their home
  8. O-Print a debit card in EDGE
  9. B-Create a Retail Lead in EDGE
  10. G-Ask about the client’s 401k
  11. O-Do a pre-appointment plan with your Manager
  12. I-Tell John King that he’s so much cooler than Jennifer Welsh
  13. I-Talked to someone about a Savings account
  14. B-Do something nice for a co-worker
  15. G-Deliver insights to 5 clients
  16. I-Send a referral
  17. I-TCR Jam
  18. B-Open a Virtual Wallet with deposits in BOTH Spend and Growth
  19. O-Give a compliment to a customer
  20. B-Guide a client through checking into the Queue
  21. N-Send a spotlight to a colleague
  22. G-Make 15+ multichannel calls
  23. N-Get told that they never needed 2 forms of ID before
  24. G-Helped someone into their safe box