Putnotes inAperioHelpsomeone atdiff branchlook up adebit cardStopPaymentSubmit aRavingFanCheckorderDo a callback fora wireEnd thecall with"You'reWelcome"TransferFundsZellecallBill PayCallLearnsomethingnew onTEAMSRespondto aContactUs EmailSubmit aelectronicmaint.formInstantissuecardOnlineBankingCallCRBTReferralAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formBalanceinquiryWiretransferMobiledepositquestionUse clientsnameduring thecallTalk tosomeoneabout CDRatesTalk tosomeoneabout promo($200 or gift)Putnotes inAperioHelpsomeone atdiff branchlook up adebit cardStopPaymentSubmit aRavingFanCheckorderDo a callback fora wireEnd thecall with"You'reWelcome"TransferFundsZellecallBill PayCallLearnsomethingnew onTEAMSRespondto aContactUs EmailSubmit aelectronicmaint.formInstantissuecardOnlineBankingCallCRBTReferralAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formBalanceinquiryWiretransferMobiledepositquestionUse clientsnameduring thecallTalk tosomeoneabout CDRatesTalk tosomeoneabout promo($200 or gift)

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.


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