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