Make aco-workerlaughHelp acustomeron thephoneTell John Kingthat he’s somuch coolerthan JenniferWelshGet told thatthey neverneeded 2forms of IDbeforeHelpedsomeoneinto theirsafe boxSend aspotlightto acolleagueDo a pre-appointmentplan withyourManagerDeliverinsights to5 clientsGuide aclientthroughchecking intothe QueueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthHelp acustomerdo an ATMwithdrawalTalk aboutgetting abetter yieldon theirsavingsSend areferralGive acomplimentto acustomerTCRJamTalked tosomeoneabout aSavingsaccountPrint adebit cardin EDGEReach out to acustomer youhaven't seen inawhile for awellnessappointmentCreate aRetailLead inEDGEAsk abouttheclient’s401kDosomethingnice for aco-workerAsk acustomeraboutrefinancingtheir homeMake 15+multichannelcallsApprovedCC appMake aco-workerlaughHelp acustomeron thephoneTell John Kingthat he’s somuch coolerthan JenniferWelshGet told thatthey neverneeded 2forms of IDbeforeHelpedsomeoneinto theirsafe boxSend aspotlightto acolleagueDo a pre-appointmentplan withyourManagerDeliverinsights to5 clientsGuide aclientthroughchecking intothe QueueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthHelp acustomerdo an ATMwithdrawalTalk aboutgetting abetter yieldon theirsavingsSend areferralGive acomplimentto acustomerTCRJamTalked tosomeoneabout aSavingsaccountPrint adebit cardin EDGEReach out to acustomer youhaven't seen inawhile for awellnessappointmentCreate aRetailLead inEDGEAsk abouttheclient’s401kDosomethingnice for aco-workerAsk acustomeraboutrefinancingtheir homeMake 15+multichannelcallsApprovedCC app

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