Make anemotionalconnectionSeek to understandthe member'sjourney, leverageinformation availableto understand wherethey are right nowand how they gotthere (ie USD)Value themember's time,recognize whenthe member needsa quick resolutionand honor thatWalk a memberthrough a process,providing thoroughinformation that isrelatable and easilyunderstoodProvide simple,seamless andproactivesolutions thatprevent futurevisitsSpeak in aneasy tounderstandmanner (nojargon,acronyms)Engage inpersonalizedconversation anduse the member'sname -personalize theexperienceMake it easyfor themember tointeract withusSpeak withclarity andconfidenceSend thememberinstructionsor additionalinformationShowempathyAccurately,quickly andefficientlycomplete a taskto resolve anissueProvidevalue tothememberProvide aconsistentexperienceOfferadditionalassistancewhereappropriateTake ownershipof themember'ssatisfaction -own theexperienceBe genuinewhenoffering toguidemembersFlex to themember'sability tohandleinformationRecap actions takenon the member'saccount and tell themember what theycan expect to happennext - text/email, loandecision, form in themail, etc.ControltheinteractionRecommend aproduct orservice thathelps and is inline with theirneedsLead themember toonline ormobilesolutionsCreate clever,tailoredsolutions thatmake sense forour membersAcknowledgethe member'scircumstancesMake anemotionalconnectionSeek to understandthe member'sjourney, leverageinformation availableto understand wherethey are right nowand how they gotthere (ie USD)Value themember's time,recognize whenthe member needsa quick resolutionand honor thatWalk a memberthrough a process,providing thoroughinformation that isrelatable and easilyunderstoodProvide simple,seamless andproactivesolutions thatprevent futurevisitsSpeak in aneasy tounderstandmanner (nojargon,acronyms)Engage inpersonalizedconversation anduse the member'sname -personalize theexperienceMake it easyfor themember tointeract withusSpeak withclarity andconfidenceSend thememberinstructionsor additionalinformationShowempathyAccurately,quickly andefficientlycomplete a taskto resolve anissueProvidevalue tothememberProvide aconsistentexperienceOfferadditionalassistancewhereappropriateTake ownershipof themember'ssatisfaction -own theexperienceBe genuinewhenoffering toguidemembersFlex to themember'sability tohandleinformationRecap actions takenon the member'saccount and tell themember what theycan expect to happennext - text/email, loandecision, form in themail, etc.ControltheinteractionRecommend aproduct orservice thathelps and is inline with theirneedsLead themember toonline ormobilesolutionsCreate clever,tailoredsolutions thatmake sense forour membersAcknowledgethe member'scircumstances

"Cupid Centric" - Call List

(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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  1. Make an emotional connection
  2. Seek to understand the member's journey, leverage information available to understand where they are right now and how they got there (ie USD)
  3. Value the member's time, recognize when the member needs a quick resolution and honor that
  4. Walk a member through a process, providing thorough information that is relatable and easily understood
  5. Provide simple, seamless and proactive solutions that prevent future visits
  6. Speak in an easy to understand manner (no jargon, acronyms)
  7. Engage in personalized conversation and use the member's name - personalize the experience
  8. Make it easy for the member to interact with us
  9. Speak with clarity and confidence
  10. Send the member instructions or additional information
  11. Show empathy
  12. Accurately, quickly and efficiently complete a task to resolve an issue
  13. Provide value to the member
  14. Provide a consistent experience
  15. Offer additional assistance where appropriate
  16. Take ownership of the member's satisfaction - own the experience
  17. Be genuine when offering to guide members
  18. Flex to the member's ability to handle information
  19. Recap actions taken on the member's account and tell the member what they can expect to happen next - text/email, loan decision, form in the mail, etc.
  20. Control the interaction
  21. Recommend a product or service that helps and is in line with their needs
  22. Lead the member to online or mobile solutions
  23. Create clever, tailored solutions that make sense for our members
  24. Acknowledge the member's circumstances