(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
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The Account Opener
Successfully open a single new checking or savings account. Or refer them to someone that can open it that day.
The Loan Referral
Introduce a client to Kelly for a loan.
The Brochure Handout
Hand a customer a promotional flyer and mention the current branch special.
The CD Upgrade
Identify a customer with high savings and mention current high CD rates.
The Secret Cheerleader: Write a quick, anonymous "thank you" or positive note on a sticky note and leave it on a coworker's keyboard.
The Coin Connection
Ask a customer what they are saving up for while processing their coin deposit.
The Auto Refi
Spot an outside auto loan payment on a statement and offer a rate review.
The Personal Pivot
Notice a personal account used for business and explain the benefits of splitting them.
The Just Depositing Opener
Use a discovery question with a customer who is "just depositing a check."
The Statement Saver
Switch a customer from paper statements to paperless e-statements.
The Out-of-Town Hook
Ask a client about travel plans when they request opening debit card up.
The Fee Conversation
Turn a customer fee complaint into a discovery chat about a better account.
The Warm Welcome
Greet a customer by their name before looking at their card or screen.
The Treat Trigger: Pour a cup of coffee or grab a snack for a teammate who is stuck at a busy window.
The Mobile Walkthrough
Show a customer how to check their balance using the bank’s mobile app.
The High-Five Hype: Give a coworker a high-five or a fist bump immediately after they get a referral or open an account.
The Direct Deposit Pitch
Ask a customer with no direct deposit why they haven't switched it over.
The Competitor Check
Ask: "What is one thing your other bank does that you wish we did here
The Savings Interest
Ask an existing customer about their savings interest. Is there a better account for them.
The Business Account
Ask a business client if they need a separate business account.
The Competitor Frustration
Uncover a customer frustration with a competitor bank
The Friendly Upgrade
Update a customer’s expired phone number, email, or mailing address.
The Major Life Event
Pivot a conversation after a major life event mention (wedding, new car, etc.).
. The Victory Lap: Do a quick celebration dance or cheer at your station (or in the back room) after completing any other square on this board.
