Helpedsomeoneinto theirsafe boxHelp acustomeron thephoneGet told thatthey neverneeded 2forms of IDbeforeReach out to acustomer youhaven't seen inawhile for awellnessappointmentDosomethingnice for aco-workerAsk abouttheclient’s401kSend aspotlightto acolleagueDeliverinsights to5 clientsPrint adebit cardin EDGEHelp acustomerdo an ATMwithdrawalCreate aRetailLead inEDGETalked tosomeoneabout aSavingsaccountDo a pre-appointmentplan withyourManagerTCRJamTell John Kingthat he’s somuch coolerthan JenniferWelshMake 15+multichannelcallsSend areferralApprovedCC appTalk aboutgetting abetter yieldon theirsavingsGive acomplimentto acustomerMake aco-workerlaughGuide aclientthroughchecking intothe QueueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthAsk acustomeraboutrefinancingtheir homeHelpedsomeoneinto theirsafe boxHelp acustomeron thephoneGet told thatthey neverneeded 2forms of IDbeforeReach out to acustomer youhaven't seen inawhile for awellnessappointmentDosomethingnice for aco-workerAsk abouttheclient’s401kSend aspotlightto acolleagueDeliverinsights to5 clientsPrint adebit cardin EDGEHelp acustomerdo an ATMwithdrawalCreate aRetailLead inEDGETalked tosomeoneabout aSavingsaccountDo a pre-appointmentplan withyourManagerTCRJamTell John Kingthat he’s somuch coolerthan JenniferWelshMake 15+multichannelcallsSend areferralApprovedCC appTalk aboutgetting abetter yieldon theirsavingsGive acomplimentto acustomerMake aco-workerlaughGuide aclientthroughchecking intothe QueueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthAsk acustomeraboutrefinancingtheir home

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