This bingo card has a free space and 24 words: Wore your name tag and look like you GAS., Auto Loan Referral, “What are you doing to prepare for your future financially?” Referral to Y&C., Turned a bad member experience into a good one., 2 auto loan referrals., “It looks like you could be earning a better interest rate, are you interested in looking at our recent rates?”, Credit card referral., “Have you thought about planning for college?” Referral to Y&C., Account opening referral., Mortgage referral., “What are you plans next school year?” Referral to Y&C., Had a really awesome member experience., Answered 5 phone calls., “I noticed you have a high interest rate loan, have you considered refinancing?”, “Is there anything 3R could improve on?”, “What are your retirement plans?”, Made 4 member calls., “What do you want most from your financial institution?”, Helped out an employee., “Would you like to hear about 3R scholarships, financial aid, or student loans?” Referral to Y&C., Referral/ appointment that resulted from a member call., “I noticed you don’t have an auto loan with us, where do you have an auto loan?”, Reached out to a different department for help. and Learned & shared something new with the team..
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