Team Building Activities for Bankers

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There are a lot of generic team-building exercises out there that work for most companies and would make perfectly fine team-building activities for bankers as well. However, if you're focusing on tellers, account specialists, loan officers and other people in the banking industry, you should focus on team-building activities that also involve skills they may use at work such as customer service, attention to details and remembering services your bank offers.

The Dream Trip

Whether a teller or an escrow agent, bankers are in the business of helping people achieve their dreams. They also should be adept at listening to their clients' needs and remembering this information at least as long as they are talking to them if not until the next time they meet. That's why the dream trip is one of the greatest banking games for training employees about how to deal with customers.

Divide your group into pairs and then ask everyone to take turns telling his partner what he would do if he had a month to go on his dream vacation with an unlimited budget. After everyone has finished, ask everyone to take turns telling the larger group as many details as possible about his partner's dream trip.

Take a Candy

Offer everyone multicolored candies like Skittles or M&M's and tell them they can take as many or as few as they want but cannot eat any until instructed to do so. Once everyone has candy, show them a key based on colors that tells them what they need to do in order to eat each candy they took.

For example, you could say, "For every red candy, you have to share a story of something funny that happened at your branch," "For every orange one, you must talk about a time you helped a customer meet her financial goals" and "for every green candy, you need to tell one story about a time when you had to make a hard financial decision and what services from our bank might have helped you."

You can also use this game as an ice breaker and make the candy colors require everyone to share information about favorite movies, foods, etc. When you focus on client stories and financial tools, though, this is a great way to remind your employees what services they should be pushing and how they might help your customers. No matter what kinds of questions you use, this can be one of the most fun bank teller games to start off a meeting, and the fact that everyone got to choose as much candy as desired is a great way to remind everyone that numbers are very important in banking.

Bank Robbery Training Ideas

One of the most important things people can do during a robbery is work to remember what the robber looked like. Unfortunately, if the robber comes in and then puts on a mask, most people will not pay attention to him until the robbery is taking place. That's why, when working on bank robbery training ideas, you should try to help your tellers remember details that could help catch a criminal, which is where "The Assistant" game comes in.

In this game, you get everyone together in a room and tell them that you're working on a memory game. Bring in an assistant who is carrying a tray with random items such as a stapler, a paper clip, a key, a pen, etc.

Most people in this scenario will assume the game will involve the items on the tray, but when the assistant leaves the room, you will instead ask what they remember about the assistant carrying the tray. The person who remembers the most about the assistant wins, and everyone else gets reminded about the importance of paying attention to your surroundings and how it could help after a bank robbery.

References

Resources

  • “Entrepreneurship and Small Business”; Paul Burns; 2007

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