Relationship Building Bingo

Relationship Building Bingo Card
Preview

This bingo card has a free space and 24 words: Ask Cust how their day is going?, Perform a follow up phone call., Smile, Greet customer by name, Answer phone by third ring, Take EB training class to increase knowledge, Ask any open ended question., Ask customer if they have travel plans this year?, Let a rushed customer know about mobile deposits., Thank customer at the end of the transaction, Ask customer if there is anything else we can help with?, Walk a customer through an online banking process, Repeat a customers request to make sure you understand., Make a warm hand off to another employee/ dept, Ask about a family member, Offer your business card in case the cust has questions, New Account- how did they find out about us?, Shake a customer's hand after opening an account, Reach out to another dept to assist a customer., Non-customer- are you happy with your current bank?, Large balance in checking- Let them know about other investment options, Offer to do research for a customer and get back to them., Use a customer's dogs name in D/U and Ask about a recent trip or event in their life..

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