Call a customer by name 3 times Refer a customer to a banker Catch someone not locking their screen Thank 10 customers for their continued business Compliment 2 co-workers Open DDA or Refer 1 customers if a teller Teach another Team member about a product & show them how to find information on it. uncover another financial need with a customer credit cards app or refer a customer if teller Have someone quiz you on policy procedure Clean workstation/desk & stock it Refer a non- customer to a banker Introduce a customers to a banker Refer a customer for a financial review Call a customer by name 3 times Have someone quiz you on policy procedure pre- balance to zero Refer a non- customer to a banker Quiz someone on 2 audit questions Catch someone leaving their keys Present a product at morning huddle Wear your name tag Compliment 3 customers Refer friend/family member Call a customer by name 3 times Refer a customer to a banker Catch someone not locking their screen Thank 10 customers for their continued business Compliment 2 co-workers Open DDA or Refer 1 customers if a teller Teach another Team member about a product & show them how to find information on it. uncover another financial need with a customer credit cards app or refer a customer if teller Have someone quiz you on policy procedure Clean workstation/desk & stock it Refer a non- customer to a banker Introduce a customers to a banker Refer a customer for a financial review Call a customer by name 3 times Have someone quiz you on policy procedure pre- balance to zero Refer a non- customer to a banker Quiz someone on 2 audit questions Catch someone leaving their keys Present a product at morning huddle Wear your name tag Compliment 3 customers Refer friend/family member
(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.
Call a customer by name 3 times
Refer a customer to a banker
Catch someone not locking their screen
Thank 10 customers for their continued business
Compliment 2
co-workers
Open DDA or Refer 1 customers if a teller
Teach another Team member about a product & show them how to find information on it.
uncover another financial need with a customer
credit cards app or refer a customer if teller
Have someone quiz you on policy procedure
Clean workstation/desk & stock it
Refer a non-customer to a banker
Introduce a customers to a banker
Refer a customer for a financial review
Call a customer by name 3 times
Have someone quiz you on policy procedure
pre-balance to zero
Refer a non-customer to a banker
Quiz someone on 2 audit questions
Catch someone leaving their keys
Present a product at morning huddle
Wear your name tag
Compliment 3 customers
Refer friend/family member