(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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Obtained an email address from a current customer
Dress the part of a trusted financial expert (All Dressed Up)
SMILED
Gave my business card to a customer
Sold a Student Account
Escorted the customer (to another office, waiting area, door, etc.)
I signed up for eStatements
Talked about benefits instead of products
Signed up a new Online Banking customer
I showed a customer how to save $5
Sent a cross-sell letter as a follow up to a phone conversation
Signed a customer up for eStatements
Made a follow-up phone call to a potential customer
Introduced a customer to another employee (The Flip)
Sold a safety deposit box
Made a referral to a lender
Sold Bill Pay to a customer
Asked a customer "What more can I do for you today?"
Sent a thank you note
Referred someone to Trust & Investments
Used customer's name twice in a conversation (Call My Name)
Asked 2 good questions to identify needs (Detective Work)