JAY GET IT / ACADEMY · PRACTICE AND OBSERVATION

Can you apply the skill in a new situation?

Use a fictional role-play with a colleague or supervisor, or an institution-approved observation. Never enter customer information, confidential records or real account details. This page is private and unsaved; print it if you want a copy.

Fresh role-play

A customer expects steady qualifying direct deposit, rarely uses cash, and wants convenient digital banking. Before describing an account, ask about priorities, compare the relevant actual approved disclosures or fictional terms supplied by your reviewer, and explain a permitted next step. Do not reuse Jordan’s answer automatically.

Reviewer: give the learner the terms needed for the case. Observe the behavior, not sales volume. A customer choosing to pause can be a successful outcome.

Optional learner code (use an alias)Practice date

Discovery: Asks permission and identifies the customer’s stated priorities before recommending.

Comparison: Explains relevant fees, waiver conditions and access/feature tradeoffs using the supplied disclosures.

Understanding and choice: Checks understanding respectfully and obtains the actual decision; does not assume consent.

Next step: Stays within authority, requests permission for a relevant handoff and explains what happens next.

Specific evidence and one improvement

Transfer check

Repeat with a different scenario after the learner has had time to apply the skills, for example in one week. Change a meaningful fact such as irregular pay or a need for cash access. Compare the reasoning and explanation, not just the selected product.

Next practice date and behavior to observe

Interpretation: These are coaching observations, not an accredited credential or a verified Academy training record. “Not observed” does not mean the learner failed. Where performance is developing, coach, practice and observe again. No results are submitted to Jay Get It.