Create aRetailLead inEDGEPrint adebit cardin EDGEAsk abouttheclient’s401kHelp acustomeron thephoneHelp acustomerdo an ATMwithdrawalTalk aboutgetting abetter yieldon theirsavingsDosomethingnice for aco-workerMake 15+multichannelcallsSend areferralApprovedCC appDo a pre-appointmentplan withyourManagerGive acomplimentto acustomerTalked tosomeoneabout aSavingsaccountReach out to acustomer youhaven't seen inawhile for awellnessappointmentGet told thatthey neverneeded 2forms of IDbeforeDeliverinsights to5 clientsSend aspotlightto acolleagueHelpedsomeoneinto theirsafe boxOpen a VirtualWallet withdeposits inBOTH Spendand GrowthAsk acustomeraboutrefinancingtheir homeMake aco-workerlaughTCRJamTell John Kingthat he’s somuch coolerthan JenniferWelshGuide aclientthroughchecking intothe QueueCreate aRetailLead inEDGEPrint adebit cardin EDGEAsk abouttheclient’s401kHelp acustomeron thephoneHelp acustomerdo an ATMwithdrawalTalk aboutgetting abetter yieldon theirsavingsDosomethingnice for aco-workerMake 15+multichannelcallsSend areferralApprovedCC appDo a pre-appointmentplan withyourManagerGive acomplimentto acustomerTalked tosomeoneabout aSavingsaccountReach out to acustomer youhaven't seen inawhile for awellnessappointmentGet told thatthey neverneeded 2forms of IDbeforeDeliverinsights to5 clientsSend aspotlightto acolleagueHelpedsomeoneinto theirsafe boxOpen a VirtualWallet withdeposits inBOTH Spendand GrowthAsk acustomeraboutrefinancingtheir homeMake aco-workerlaughTCRJamTell John Kingthat he’s somuch coolerthan JenniferWelshGuide aclientthroughchecking intothe Queue

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