Assisted thembrw/changingtheir PIN atATMSet upautomaticpaymentsfor a VISANoticed largeramount inS10, gave infofor S20 or certGreetedmbrsw/smileWhen saying havea good day whenmbr leaves makesure to look atthem not thecomputerLook foralternativesolutions tosaying NOmake sureto makeeye contactw/the mbrSet upautomaticpayment formbr loanBe positiveeven whenmbr is angryor upsetPassed outrate sheetw/businesscardMaitaineyecontactFirst togreetthe mbrHave a mbrthank youfor yourassistanceSaid hellow/smile invoiceMade amortgagereferralGive yourundividedattention to thembr to makethem feelimportantRecieve a mbrservicerecommendationMaintain apositiveattitudeAsk anopenendedquestionDemoUltrabranchfor the mbrUse afeature &benefitstatement w/a mbrSchedulea followup callwith a mbrThank thembr forstopping bythe branchHelped aco-workerw/a mbrmade aninsurancereferralAssisted thembrw/changingtheir PIN atATMSet upautomaticpaymentsfor a VISANoticed largeramount inS10, gave infofor S20 or certGreetedmbrsw/smileWhen saying havea good day whenmbr leaves makesure to look atthem not thecomputerLook foralternativesolutions tosaying NOmake sureto makeeye contactw/the mbrSet upautomaticpayment formbr loanBe positiveeven whenmbr is angryor upsetPassed outrate sheetw/businesscardMaitaineyecontactFirst togreetthe mbrHave a mbrthank youfor yourassistanceSaid hellow/smile invoiceMade amortgagereferralGive yourundividedattention to thembr to makethem feelimportantRecieve a mbrservicerecommendationMaintain apositiveattitudeAsk anopenendedquestionDemoUltrabranchfor the mbrUse afeature &benefitstatement w/a mbrSchedulea followup callwith a mbrThank thembr forstopping bythe branchHelped aco-workerw/a mbrmade aninsurancereferral

MBR SERVICE BINGO - Call List

(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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  1. Assisted the mbr w/changing their PIN at ATM
  2. Set up automatic payments for a VISA
  3. Noticed larger amount in S10, gave info for S20 or cert
  4. Greeted mbrs w/smile
  5. When saying have a good day when mbr leaves make sure to look at them not the computer
  6. Look for alternative solutions to saying NO
  7. make sure to make eye contact w/the mbr
  8. Set up automatic payment for mbr loan
  9. Be positive even when mbr is angry or upset
  10. Passed out rate sheet w/business card
  11. Maitain eye contact
  12. First to greet the mbr
  13. Have a mbr thank you for your assistance
  14. Said hello w/smile in voice
  15. Made a mortgage referral
  16. Give your undivided attention to the mbr to make them feel important
  17. Recieve a mbr service recommendation
  18. Maintain a positive attitude
  19. Ask an open ended question
  20. Demo Ultrabranch for the mbr
  21. Use a feature & benefit statement w/ a mbr
  22. Schedule a follow up call with a mbr
  23. Thank the mbr for stopping by the branch
  24. Helped a co-worker w/a mbr
  25. made an insurance referral