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