EducateclientsaboutAlertsUpsellSettingupAutopayhelping anadvisorvia WebexUsing LeadsCentral toexplain O&OAcknowledgewait and holdtimesDeepening clientrelationships i.e.suggestinganother accountsuch as PDA toC.C. only clientFree!CreditCard LimitIncreaseswitchclient to e-StatementsEducateabout newalertssystem andchangesAccountRetentionBooking abranchappointmentto expandRBC productsOLBEnrollmentPromote RBCRewards.com/Rewards appDigitaleducationvia ContentPush ToolEducateclientsaboutAlertsUpsellSettingupAutopayhelping anadvisorvia WebexUsing LeadsCentral toexplain O&OAcknowledgewait and holdtimesDeepening clientrelationships i.e.suggestinganother accountsuch as PDA toC.C. only clientFree!CreditCard LimitIncreaseswitchclient to e-StatementsEducateabout newalertssystem andchangesAccountRetentionBooking abranchappointmentto expandRBC productsOLBEnrollmentPromote RBCRewards.com/Rewards appDigitaleducationvia ContentPush Tool

CARDS BINGO - 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. Educate clients about Alerts
  2. Upsell
  3. Setting up Autopay
  4. helping an advisor via Webex
  5. Using Leads Central to explain O&O
  6. Acknowledge wait and hold times
  7. Deepening client relationships i.e. suggesting another account such as PDA to C.C. only client
  8. Free!
  9. Credit Card Limit Increase
  10. switch client to e-Statements
  11. Educate about new alerts system and changes
  12. Account Retention
  13. Booking a branch appointment to expand RBC products
  14. OLB Enrollment
  15. Promote RBC Rewards.com/ Rewards app
  16. Digital education via Content Push Tool