(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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Sold a product the customer doesn't have
Escorted the customer (to another office, waiting area, door, etc.)
SMILED
Made a referral to a lender
Talked about benefits instead of products
Referred someone to Trust & Investments
Showed a customer how to save 5 minutes
Signed up a new Online Banking customer
Gave my business card to a customer
Asked 2 good questions to identify needs (Detective Work)
I signed up for eStatements
Signed a customer up for eStatements
Signed a customer up for Opt In
Made a follow-up phone call to a potential customer
Sent a thank you note
Sold a Student Account
I showed a customer how to save $5
Sold Bill Pay to a customer
Sent a cross-sell letter as a follow up to a phone conversation
Introduced a customer to another employee (The Flip)
Used customer's name twice in a conversation (Call My Name)
Dress the part of a trusted financial expert (All Dressed Up)
Obtained an email address from a current customer
Asked a customer "What more can I do for you today?"
