Do a callback fora wireTransferFundsMobiledepositquestionStopPaymentSubmit aRavingFanRespondto aContactUs EmailWiretransferZellecallAsk clientQuestion(getto know yourclient)Use clientsnameduring thecallPutnotes inAperioHelpsomeone atdiff branchlook up adebit cardBalanceinquiryCRBTReferralOnlineBankingCallInstantissuecardSubmit ageneralmaint.formEnd thecall with"You'reWelcome"Talk tosomeoneabout promo($200 or gift)Submit aelectronicmaint.formLearnsomethingnew onTEAMSBill PayCallCheckorderTalk tosomeoneabout CDRatesDo a callback fora wireTransferFundsMobiledepositquestionStopPaymentSubmit aRavingFanRespondto aContactUs EmailWiretransferZellecallAsk clientQuestion(getto know yourclient)Use clientsnameduring thecallPutnotes inAperioHelpsomeone atdiff branchlook up adebit cardBalanceinquiryCRBTReferralOnlineBankingCallInstantissuecardSubmit ageneralmaint.formEnd thecall with"You'reWelcome"Talk tosomeoneabout promo($200 or gift)Submit aelectronicmaint.formLearnsomethingnew onTEAMSBill PayCallCheckorderTalk tosomeoneabout CDRates

Client Care 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Do a call back for a wire
  2. Transfer Funds
  3. Mobile deposit question
  4. Stop Payment
  5. Submit a Raving Fan
  6. Respond to a Contact Us Email
  7. Wire transfer
  8. Zelle call
  9. Ask client Question(get to know your client)
  10. Use clients name during the call
  11. Put notes in Aperio
  12. Help someone at diff branch look up a debit card
  13. Balance inquiry
  14. CRBT Referral
  15. Online Banking Call
  16. Instant issue card
  17. Submit a general maint. form
  18. End the call with "You're Welcome"
  19. Talk to someone about promo ($200 or gift)
  20. Submit a electronic maint. form
  21. Learn something new on TEAMS
  22. Bill Pay Call
  23. Check order
  24. Talk to someone about CD Rates