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