Send aspotlightto acolleagueTell John Kingthat he’s somuch coolerthan JenniferWelshReach out to acustomer youhaven't seen inawhile for awellnessappointmentDo a pre-appointmentplan withyourManagerMake 15+multichannelcallsTalked tosomeoneabout aSavingsaccountPrint adebit cardin EDGETalk aboutgetting abetter yieldon theirsavingsOpen a VirtualWallet withdeposits inBOTH Spendand GrowthDeliverinsights to5 clientsGuide aclientthroughchecking intothe QueueApprovedCC appHelp acustomeron thephoneDosomethingnice for aco-workerHelpedsomeoneinto theirsafe boxCreate aRetailLead inEDGEAsk abouttheclient’s401kMake aco-workerlaughAsk acustomeraboutrefinancingtheir homeSend areferralTCRJamGive acomplimentto acustomerGet told thatthey neverneeded 2forms of IDbeforeHelp acustomerdo an ATMwithdrawalSend aspotlightto acolleagueTell John Kingthat he’s somuch coolerthan JenniferWelshReach out to acustomer youhaven't seen inawhile for awellnessappointmentDo a pre-appointmentplan withyourManagerMake 15+multichannelcallsTalked tosomeoneabout aSavingsaccountPrint adebit cardin EDGETalk aboutgetting abetter yieldon theirsavingsOpen a VirtualWallet withdeposits inBOTH Spendand GrowthDeliverinsights to5 clientsGuide aclientthroughchecking intothe QueueApprovedCC appHelp acustomeron thephoneDosomethingnice for aco-workerHelpedsomeoneinto theirsafe boxCreate aRetailLead inEDGEAsk abouttheclient’s401kMake aco-workerlaughAsk acustomeraboutrefinancingtheir homeSend areferralTCRJamGive acomplimentto acustomerGet told thatthey neverneeded 2forms of IDbeforeHelp acustomerdo an ATMwithdrawal

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