Recommend aproduct orservice thathelps and is inline with theirneedsWalk a memberthrough a process,providing thoroughinformation that isrelatable and easilyunderstoodValue themember's time,recognize whenthe member needsa quick resolutionand honor thatSpeak in aneasy tounderstandmanner (nojargon,acronyms)Providevalue tothememberLead themember toonline ormobilesolutionsSpeak withclarity andconfidenceControltheinteractionAccurately,quickly andefficientlycomplete a taskto resolve anissueFlex to themember'sability tohandleinformationOfferadditionalassistancewhereappropriateCreate clever,tailoredsolutions thatmake sense forour membersSend thememberinstructionsor additionalinformationTake ownershipof themember'ssatisfaction -own theexperienceEngage inpersonalizedconversation anduse the member'sname -personalize theexperienceMake it easyfor themember tointeract withusProvide simple,seamless andproactivesolutions thatprevent futurevisitsRecap actions takenon the member'saccount and tell themember what theycan expect to happennext - text/email, loandecision, form in themail, etc.Acknowledgethe member'scircumstancesBe genuinewhenoffering toguidemembersShowempathyMake anemotionalconnectionSeek to understandthe member'sjourney, leverageinformation availableto understand wherethey are right nowand how they gotthere (ie USD)Provide aconsistentexperienceRecommend aproduct orservice thathelps and is inline with theirneedsWalk a memberthrough a process,providing thoroughinformation that isrelatable and easilyunderstoodValue themember's time,recognize whenthe member needsa quick resolutionand honor thatSpeak in aneasy tounderstandmanner (nojargon,acronyms)Providevalue tothememberLead themember toonline ormobilesolutionsSpeak withclarity andconfidenceControltheinteractionAccurately,quickly andefficientlycomplete a taskto resolve anissueFlex to themember'sability tohandleinformationOfferadditionalassistancewhereappropriateCreate clever,tailoredsolutions thatmake sense forour membersSend thememberinstructionsor additionalinformationTake ownershipof themember'ssatisfaction -own theexperienceEngage inpersonalizedconversation anduse the member'sname -personalize theexperienceMake it easyfor themember tointeract withusProvide simple,seamless andproactivesolutions thatprevent futurevisitsRecap actions takenon the member'saccount and tell themember what theycan expect to happennext - text/email, loandecision, form in themail, etc.Acknowledgethe member'scircumstancesBe genuinewhenoffering toguidemembersShowempathyMake anemotionalconnectionSeek to understandthe member'sjourney, leverageinformation availableto understand wherethey are right nowand how they gotthere (ie USD)Provide aconsistentexperience

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