(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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
G-Summarize the customers needs and financial goals and link them to the recommendations
G-As your banker I will continue to follow up with
you !
O-Building customer rapport / Strengthen relationships
G-Demonstrated
"Being the Difference"
N-I’m happy to help with...
I-Stand to acknowledge and greet the customer
B-
Use the customer’s name throughout conversation
I-
Offer ideas to save time -Digitally
I-"I am happy to help you with or I will be glad to take care of that for you."
I-Knowledgeable of Products and services in order to recommend correct
product
G-
Relate to your customer through personal experiences
N-Greet customer(s)
"Thank you for choosing Regions"
N-Let customer know what they are doing - "Processing transaction at my desk"
O-Ask customers if they have any additional banking needs
O-Present available NBAs to your customer
N-"Did you know that you can save time/travel by doing this using
our… "
B-"Here is my contact information in case you
have any questions "
B-Assist other customers and
co-workers
O-Paraphrase
transactional needs -"you would like 2 -20's"
I-workstation is stocked and ready for day
G-"Thank you for your patience. How can I help you ..."
B-Make
compelling recommendations
after Greenprint
O-Clearly communicate the fees associated with requests
