Send aspotlightto acolleagueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthDo a pre-appointmentplan withyourManagerPrint adebit cardin EDGETell John Kingthat he’s somuch coolerthan JenniferWelshMake aco-workerlaughTalk aboutgetting abetter yieldon theirsavingsMake 15+multichannelcallsHelp acustomerdo an ATMwithdrawalSend areferralHelp acustomeron thephoneTCRJamReach out to acustomer youhaven't seen inawhile for awellnessappointmentTalked tosomeoneabout aSavingsaccountHelpedsomeoneinto theirsafe boxAsk abouttheclient’s401kGuide aclientthroughchecking intothe QueueDosomethingnice for aco-workerGive acomplimentto acustomerGet told thatthey neverneeded 2forms of IDbeforeCreate aRetailLead inEDGEApprovedCC appDeliverinsights to5 clientsAsk acustomeraboutrefinancingtheir homeSend aspotlightto acolleagueOpen a VirtualWallet withdeposits inBOTH Spendand GrowthDo a pre-appointmentplan withyourManagerPrint adebit cardin EDGETell John Kingthat he’s somuch coolerthan JenniferWelshMake aco-workerlaughTalk aboutgetting abetter yieldon theirsavingsMake 15+multichannelcallsHelp acustomerdo an ATMwithdrawalSend areferralHelp acustomeron thephoneTCRJamReach out to acustomer youhaven't seen inawhile for awellnessappointmentTalked tosomeoneabout aSavingsaccountHelpedsomeoneinto theirsafe boxAsk abouttheclient’s401kGuide aclientthroughchecking intothe QueueDosomethingnice for aco-workerGive acomplimentto acustomerGet told thatthey neverneeded 2forms of IDbeforeCreate aRetailLead inEDGEApprovedCC appDeliverinsights to5 clientsAsk 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
N
2
B
3
O
4
O
5
I
6
O
7
B
8
G
9
O
10
I
11
I
12
I
13
N
14
I
15
G
16
G
17
B
18
B
19
O
20
N
21
B
22
G
23
G
24
N
  1. N-Send a spotlight to a colleague
  2. B-Open a Virtual Wallet with deposits in BOTH Spend and Growth
  3. O-Do a pre-appointment plan with your Manager
  4. O-Print a debit card in EDGE
  5. I-Tell John King that he’s so much cooler than Jennifer Welsh
  6. O-Make a co-worker laugh
  7. B-Talk about getting a better yield on their savings
  8. G-Make 15+ multichannel calls
  9. O-Help a customer do an ATM withdrawal
  10. I-Send a referral
  11. I-Help a customer on the phone
  12. I-TCR Jam
  13. N-Reach out to a customer you haven't seen in awhile for a wellness appointment
  14. I-Talked to someone about a Savings account
  15. G-Helped someone into their safe box
  16. G-Ask about the client’s 401k
  17. B-Guide a client through checking into the Queue
  18. B-Do something nice for a co-worker
  19. O-Give a compliment to a customer
  20. N-Get told that they never needed 2 forms of ID before
  21. B-Create a Retail Lead in EDGE
  22. G-Approved CC app
  23. G-Deliver insights to 5 clients
  24. N-Ask a customer about refinancing their home