Client Advisors

Client Advisors Bingo Card
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This bingo card has a free space and 24 words: Told client about survey (1), Fixed a problem for the client and told them about the survey., You mentioned the client can add a comment to the survey, You get a compliment on your attention to detail, Book an MS referral, Booked a client for their upcoming mortgage renewal, Booked 5 Appointments today, Client complimented your smile / positive attitude, Registered a client for OLB, Booked IRP referral from Client Connect Transactions, Mentioned survey was about your performance and client said they would give you perfect., Identified an IRP referral from Client Connect, Upgraded an account to save on Debit Fees, Processed a transaction with OLB instead of Wicket., Booked a debt consolidation because of Client Connect, Booked MS referral from Client Connect Transactions, Booked a client for their upcoming GIC renewal, Showed a client how they can save money with Value Program., Told client about survey (3), Showed a client how to pay a bill using OLB/ATM, Book an IRP referral, Printed 2 Client Connect Transactions showing outside Mortgage, Told client about survey (2) and Show the client how their transaction can be easy with OLB.

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"WETHEBANK " BINGO Sales | BINGO FOR POINTS | SURVEYS | Digital Bingo | KeyBank Teller Bingo CB- Amber Spindler

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