Help acustomerdo an ATMwithdrawalCreate aRetailLead inEDGETalked tosomeoneabout aSavingsaccountOpen a VirtualWallet withdeposits inBOTH Spendand GrowthHelp acustomeron thephoneGet told thatthey neverneeded 2forms of IDbeforeGive acomplimentto acustomerDeliverinsights to5 clientsTell John Kingthat he’s somuch coolerthan JenniferWelshSend areferralMake 15+multichannelcallsReach out to acustomer youhaven't seen inawhile for awellnessappointmentGuide aclientthroughchecking intothe QueueMake aco-workerlaughDosomethingnice for aco-workerSend aspotlightto acolleagueApprovedCC appTalk aboutgetting abetter yieldon theirsavingsPrint adebit cardin EDGEAsk acustomeraboutrefinancingtheir homeAsk abouttheclient’s401kDo a pre-appointmentplan withyourManagerTCRJamHelpedsomeoneinto theirsafe boxHelp acustomerdo an ATMwithdrawalCreate aRetailLead inEDGETalked tosomeoneabout aSavingsaccountOpen a VirtualWallet withdeposits inBOTH Spendand GrowthHelp acustomeron thephoneGet told thatthey neverneeded 2forms of IDbeforeGive acomplimentto acustomerDeliverinsights to5 clientsTell John Kingthat he’s somuch coolerthan JenniferWelshSend areferralMake 15+multichannelcallsReach out to acustomer youhaven't seen inawhile for awellnessappointmentGuide aclientthroughchecking intothe QueueMake aco-workerlaughDosomethingnice for aco-workerSend aspotlightto acolleagueApprovedCC appTalk aboutgetting abetter yieldon theirsavingsPrint adebit cardin EDGEAsk acustomeraboutrefinancingtheir homeAsk abouttheclient’s401kDo a pre-appointmentplan withyourManagerTCRJamHelpedsomeoneinto 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
O
2
B
3
I
4
B
5
I
6
N
7
O
8
G
9
I
10
I
11
G
12
N
13
B
14
O
15
B
16
N
17
G
18
B
19
O
20
N
21
G
22
O
23
I
24
G
  1. O-Help a customer do an ATM withdrawal
  2. B-Create a Retail Lead in EDGE
  3. I-Talked to someone about a Savings account
  4. B-Open a Virtual Wallet with deposits in BOTH Spend and Growth
  5. I-Help a customer on the phone
  6. N-Get told that they never needed 2 forms of ID before
  7. O-Give a compliment to a customer
  8. G-Deliver insights to 5 clients
  9. I-Tell John King that he’s so much cooler than Jennifer Welsh
  10. I-Send a referral
  11. G-Make 15+ multichannel calls
  12. N-Reach out to a customer you haven't seen in awhile for a wellness appointment
  13. B-Guide a client through checking into the Queue
  14. O-Make a co-worker laugh
  15. B-Do something nice for a co-worker
  16. N-Send a spotlight to a colleague
  17. G-Approved CC app
  18. B-Talk about getting a better yield on their savings
  19. O-Print a debit card in EDGE
  20. N-Ask a customer about refinancing their home
  21. G-Ask about the client’s 401k
  22. O-Do a pre-appointment plan with your Manager
  23. I-TCR Jam
  24. G-Helped someone into their safe box