Courtesy Words & Referrals

Courtesy Words & Referrals Bingo Card

This bingo card has a free space and 24 words: Customize member’s transaction descriptions (10x), Ask if they would like a receipt (15x), Inform indirect members of 4 free options with payments (5x), Repeat steps when making a transfer (15x), Thank member for calling at the END of the call (10x), Create conversation with member during silence (10x), ASK to place them on a hold (3x), Say happy to help (10x), Get a YES to an Auto Insurance Quote, Get a YES to a Visa referral or upgrade to rewards, Get a YES to a Quick Draw referral, Get a YES to refinancing an Auto Loan, Get a YES to open a Money Market, Get a YES to a VITS referral, Mention members name 3 times, Tell member it was a PLEASURE to speak to them today, Thank member for their patience, Use “unfortunately” instead of “like I said”, Reached 5 referrals, Help 2 members get set up with Online Banking, Get a YES to a Personal Loan referral, AVOID FRAUD Help a member block a card, Get a YES to a Health Insurance referral and Get a YES to a Home Equity referral.

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