This bingo card has a free space and 24 words: Greet using "Welcome to Premier Bank", Discuss new checking account promo, Set an annual review with banker, Discuss adding PODs to accounts, Offer an instant issue debit card to client, Hand out your self apply flyer for CC, Help client download and log in to mobile banking, Have a conversation around BillPay, Educate a client on a new checking account, Refer a new checking account to banker, Schedule an appointment to discuss Home Equity, Discuss our options with reviewing insurance with FIG, Have a conversation around raising rates, Have a conversation around weekend plans, Use a client's name 5 times throughout the day, Introduce yourself to someone new, Find a mortgage review lead and have MLO reach out, Ask 5 open ended questions, Find a client that has payments at an outside bank, Successfully update 3 client's contact info, Present the 5 steps of TAP in its entirety to CSM or BM, Find two different life events going on with our clients, Recite the mission and vision statements to CSM or BM and Hold the door for a customer.
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