Client Experience

Client Experience Bingo Card
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This bingo card has a free space and 24 words: Thank customer by name, Learn about a customer's top financial priorities, Retain a client from closing account, Talk to a client about our credit cards, Lead a team huddle, Lead a team huddle, Uncover a customer need, Utilize CRB, Learn about a client homeownership, Learn a bout a clients savings plans/goals, Make 3 client phone calls, Lead a team huddle, Set a future contact/appointment, Help a co-worker, Ask an open ended question, Credit card application, Learn what customer did for the holidays, Be the Lobby leader, Ask a client if there is anything else we can help them with?, Clean workstation of clutter, If a client had to wait...."Thank them for their patience", Open a new account & start 3x3x3, Look at branch appearance from a customer view and Greet client as they enter the branch.

⚠ This card has duplicate items: Lead a team huddle (2)

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