(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 CD Upgrade
Identify a customer with high savings and mention current high CD rates.
The Statement Saver
Switch a customer from paper statements to paperless e-statements.
The Personal Pivot
Notice a personal account used for business and explain the benefits of splitting them.
The Mobile Walkthrough
Show a customer how to check their balance using the bank’s mobile app.
The Auto Refi
Spot an outside auto loan payment on a statement and offer a rate review.
The Coin Connection
Ask a customer what they are saving up for while processing their coin deposit.
. 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.
The Friendly Upgrade
Update a customer’s expired phone number, email, or mailing address.
The Brochure Handout
Hand a customer a promotional flyer and mention the current branch special.
The Competitor Check
Ask: "What is one thing your other bank does that you wish we did here
The Out-of-Town Hook
Ask a client about travel plans when they request opening debit card up.
The Warm Welcome
Greet a customer by their name before looking at their card or screen.
The Fee Conversation
Turn a customer fee complaint into a discovery chat about a better account.
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 Just Depositing Opener
Use a discovery question with a customer who is "just depositing a check."
The Competitor Frustration
Uncover a customer frustration with a competitor bank
The Business Account
Ask a business client if they need a separate business account.
The Loan Referral
Introduce a client to Kelly for a loan.
The Treat Trigger: Pour a cup of coffee or grab a snack for a teammate who is stuck at a busy window.
The Major Life Event
Pivot a conversation after a major life event mention (wedding, new car, etc.).
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 Account Opener
Successfully open a single new checking or savings account. Or refer them to someone that can open it that day.
The Savings Interest
Ask an existing customer about their savings interest. Is there a better account for them.
