The Show & Win Challenge is a fun and engaging activity designed to create conversations, strengthen relationships, reinforce promotions, and add energy to the branch experience. By inviting customers/members to participate in a simple challenge, team members can create meaningful interactions that go beyond the transaction.
To maximize participation, display the challenge in high-visibility areas such as blackboards, whiteboards, counter signs, digital displays, easel signs, teller line signage, waiting areas, or other locations throughout the branch.
The goal isn’t the item. The goal is the conversation that follows. The more visible the challenge, the more opportunities you create to engage people, build relationships, reinforce promotions, and create memorable branch experiences.
Relationship Building Activity
Use this activity to create meaningful conversations and strengthen relationships beyond the transaction. By inviting customers/members to share a photo, memory, hobby, or personal interest, team members can learn more about the people they serve while creating opportunities to build rapport and trust.
The goal is not the item itself. The goal is the conversation that follows. Ask follow-up questions, listen carefully, and look for opportunities to create a more personal, memorable experience.
Show me:
- A photo of your pet
- A recent vacation photo
- A picture that makes you smile
- Your favorite item on your phone
- A hobby-related photo
- Your favorite restaurant
- Your favorite place to visit
- Something you’re proud of
- A picture of your family
- Something that represents your favorite hobby
Follow-Up Questions
- Tell me about that.
- Why did you choose it?
- What’s the story behind it?
- How long have you been doing that?
- What do you enjoy most about it?
A Promotion Conversation Starter
Use this activity to naturally introduce conversations about products, services, and financial wellness topics. Asking participants to show an item such as a rewards card, budgeting app, receipt, or mobile banking app creates an easy transition into discussions about financial habits, goals, and needs.
The goal is not to make a sales pitch. The goal is to create a conversation that helps uncover needs, provide education, and identify opportunities where your products and services may provide value. Listen for benefits people appreciate, challenges they are experiencing, and opportunities to recommend solutions that may help.
Use items to create natural conversations around products, services, and financial wellness topics.
Examples – Show me:
- A rewards card
- A loyalty app on your phone
- A debit card
- A credit card
- A budgeting app
- A store rewards account
- A receipt from a recent purchase
- A mobile banking app
- A bill you recently paid
- A savings goal tracker
Follow-Up Questions
- What do you like most about using it?
- What benefit do you use most often?
- How did you choose that option?
- Have you found it helpful?
- Is there anything you wish worked better?
Remember: The goal isn’t the item. The goal is the conversation that follows.
