commUNITY For Life

commUNITY For Life Bingo Card
Preview

This bingo card has 30 words: Member said "wow", Opened 10 Extreme Checking Accounts, Used the member's name 3 times, Helped a fellow financial specialist, Posted a tip in the employee team chat, Enrolled 5 people in ClickSwitch, Cross sold a loan, Spoke to someone with a unique accent, Sent a referral to the Mortgage department, Made over 50 calls in a day, Spoke to 10 male members, Sent a referral to the Investments Team, Opened a new credit card, Opted 15 members into Courtesy Pay, Built a friendly rapport with 20 members, Sent kudos to a campaign coworker, Assisted 5 members with online banking enrollment, Helped a member resolve a different banking issue, Spoke to 10 female members, Cross sold a protect-a-check, Received 5 returned calls, Shared a success story with a coworker, Cross sold additional deposit product, Heard a dog barking in the background, Member gave you a compliment, Made more than 30 calls in a day, Opened a new money term share, Placed 5 new orders for checks through Harland- Clarke, Helped 5 members over email and Got a referral from a member.

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