(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.
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N-"Did you know that you can save time/travel by doing this using
our… "
G-As your banker I will continue to follow up with
you !
N-Let customer know what they are doing - "Processing transaction at my desk"
G-"Thank you for your patience. How can I help you ..."
B-
Use the customer’s name throughout conversation
I-workstation is stocked and ready for day
O-Building customer rapport / Strengthen relationships
N-Greet customer(s)
"Thank you for choosing Regions"
O-Paraphrase
transactional needs -"you would like 2 -20's"
O-Clearly communicate the fees associated with requests
G-Summarize the customers needs and financial goals and link them to the recommendations
O-Present available NBAs to your customer
I-
Offer ideas to save time -Digitally
B-"Here is my contact information in case you
have any questions "
I-"I am happy to help you with or I will be glad to take care of that for you."
I-Stand to acknowledge and greet the customer
B-Assist other customers and
co-workers
N-I’m happy to help with...
B-
Ask for referrals of friends and family
B-Make
compelling recommendations
after Greenprint
I-Knowledgeable of Products and services in order to recommend correct
product
G-
Relate to your customer through personal experiences
O-Ask customers if they have any additional banking needs
