This bingo card has a free space and 24 words: Do you have a 401K?, Do you Rent or Own?, What is your Retirement Plan?, What does you business do?, What is your Emergency plan?, Schedule a Financial Review, How long have you had your current mtg?, How do you process payments?, Does the business have a plan for off season?, Refer a Friend, Have you had any major life events?, Who makes the decisions for the Business, Do you bank anywhere else?, Schedule a HELOC meeting, Ask if a business has a BLOC, Submit for Merchant Services, Identify a potential Private Banking Client, Open a CD longer than 12mos, What is your emergency plan for the business?, Talk about Express Deposit, Talk about ACH services, Open a new Business HH, Identify a new business from a business deposit and Speak on Business lending needs.
CORE COMPETENCY BINGO | Business Focused- FSR | FSR Bingo Card | Stress & Anxiety | Business Focused- Teller Q3
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