This bingo card has a free space and 24 words: The Friendly Upgrade Update a customer’s expired phone number, email, or mailing address., The Auto Refi Spot an outside auto loan payment on a statement and offer a rate review., The Personal Pivot Notice a personal account used for business and explain the benefits of splitting them., The Fee Conversation Turn a customer fee complaint into a discovery chat about a better account., The Warm Welcome Greet a customer by their name before looking at their card or screen., The High-Five Hype: Give a coworker a high-five or a fist bump immediately after they get a referral or open an account., The Out-of-Town Hook Ask a client about travel plans when they request opening debit card up., The Treat Trigger: Pour a cup of coffee or grab a snack for a teammate who is stuck at a busy window., The CD Upgrade Identify a customer with high savings and mention current high CD rates., The Just Depositing Opener Use a discovery question with a customer who is "just depositing a check.", The Coin Connection Ask a customer what they are saving up for while processing their coin deposit., The Brochure Handout Hand a customer a promotional flyer and mention the current branch special., The Statement Saver Switch a customer from paper statements to paperless e-statements., The Business Account Ask a business client if they need a separate business account., The Competitor Check Ask: "What is one thing your other bank does that you wish we did here, The Major Life Event Pivot a conversation after a major life event mention (wedding, new car, etc.)., The Secret Cheerleader: Write a quick, anonymous "thank you" or positive note on a sticky note and leave it on a coworker's keyboard., The Savings Interest Ask an existing customer about their savings interest. Is there a better account for them., The Direct Deposit Pitch Ask a customer with no direct deposit why they haven't switched it over., The Mobile Walkthrough Show a customer how to check their balance using the bank’s mobile app., The Loan Referral Introduce a client to Kelly for a loan., . The Victory Lap: Do a quick celebration dance or cheer at your station (or in the back room) after completing any other square on this board., The Competitor Frustration Uncover a customer frustration with a competitor bank and The Account Opener Successfully open a single new checking or savings account. Or refer them to someone that can open it that day..
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