Ask abouttheclient’s401kMake 15+multichannelcallsMake aco-workerlaughDo a pre-appointmentplan withyourManagerTalk aboutgetting abetter yieldon theirsavingsReach out to acustomer youhaven't seen inawhile for awellnessappointmentGet told thatthey neverneeded 2forms of IDbeforeTell John Kingthat he’s somuch coolerthan JenniferWelshApprovedCC appSend aspotlightto acolleagueGuide aclientthroughchecking intothe QueueGive acomplimentto acustomerDosomethingnice for aco-workerDeliverinsights to5 clientsTalked tosomeoneabout aSavingsaccountCreate aRetailLead inEDGEHelp acustomeron thephoneTCRJamAsk acustomeraboutrefinancingtheir homeSend areferralHelpedsomeoneinto theirsafe boxPrint adebit cardin EDGEHelp acustomerdo an ATMwithdrawalOpen a VirtualWallet withdeposits inBOTH Spendand GrowthAsk abouttheclient’s401kMake 15+multichannelcallsMake aco-workerlaughDo a pre-appointmentplan withyourManagerTalk aboutgetting abetter yieldon theirsavingsReach out to acustomer youhaven't seen inawhile for awellnessappointmentGet told thatthey neverneeded 2forms of IDbeforeTell John Kingthat he’s somuch coolerthan JenniferWelshApprovedCC appSend aspotlightto acolleagueGuide aclientthroughchecking intothe QueueGive acomplimentto acustomerDosomethingnice for aco-workerDeliverinsights to5 clientsTalked tosomeoneabout aSavingsaccountCreate aRetailLead inEDGEHelp acustomeron thephoneTCRJamAsk acustomeraboutrefinancingtheir homeSend areferralHelpedsomeoneinto theirsafe boxPrint adebit cardin EDGEHelp acustomerdo an ATMwithdrawalOpen a VirtualWallet withdeposits inBOTH Spendand Growth

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