Do a pre-appointmentplan withyourManagerSend aspotlightto acolleagueDosomethingnice for aco-workerTalk aboutgetting abetter yieldon theirsavingsReach out to acustomer youhaven't seen inawhile for awellnessappointmentMake 15+multichannelcallsTCRJamApprovedCC appAsk acustomeraboutrefinancingtheir homeCreate aRetailLead inEDGETell John Kingthat he’s somuch coolerthan JenniferWelshGet told thatthey neverneeded 2forms of IDbeforeHelp acustomerdo an ATMwithdrawalHelpedsomeoneinto theirsafe boxHelp acustomeron thephoneGive acomplimentto acustomerGuide aclientthroughchecking intothe QueueSend areferralDeliverinsights to5 clientsOpen a VirtualWallet withdeposits inBOTH Spendand GrowthPrint adebit cardin EDGEMake aco-workerlaughAsk abouttheclient’s401kTalked tosomeoneabout aSavingsaccountDo a pre-appointmentplan withyourManagerSend aspotlightto acolleagueDosomethingnice for aco-workerTalk aboutgetting abetter yieldon theirsavingsReach out to acustomer youhaven't seen inawhile for awellnessappointmentMake 15+multichannelcallsTCRJamApprovedCC appAsk acustomeraboutrefinancingtheir homeCreate aRetailLead inEDGETell John Kingthat he’s somuch coolerthan JenniferWelshGet told thatthey neverneeded 2forms of IDbeforeHelp acustomerdo an ATMwithdrawalHelpedsomeoneinto theirsafe boxHelp acustomeron thephoneGive acomplimentto acustomerGuide aclientthroughchecking intothe QueueSend areferralDeliverinsights to5 clientsOpen a VirtualWallet withdeposits inBOTH Spendand GrowthPrint adebit cardin EDGEMake aco-workerlaughAsk abouttheclient’s401kTalked tosomeoneabout aSavingsaccount

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