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