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