Submit ageneralmaint.formMobiledepositquestionBalanceinquiryTransferFundsLearnsomethingnew onTEAMSZellecallAsk clientQuestion(getto know yourclient)Submit aelectronicmaint.formTalk tosomeoneabout promo($200 or gift)Submit aRavingFanEnd thecall with"You'reWelcome"Talk tosomeoneabout CDRatesOnlineBankingCallHelpsomeone atdiff branchlook up adebit cardCheckorderStopPaymentWiretransferRespondto aContactUs EmailBill PayCallCRBTReferralInstantissuecardPutnotes inAperioUse clientsnameduring thecallDo a callback fora wireSubmit ageneralmaint.formMobiledepositquestionBalanceinquiryTransferFundsLearnsomethingnew onTEAMSZellecallAsk clientQuestion(getto know yourclient)Submit aelectronicmaint.formTalk tosomeoneabout promo($200 or gift)Submit aRavingFanEnd thecall with"You'reWelcome"Talk tosomeoneabout CDRatesOnlineBankingCallHelpsomeone atdiff branchlook up adebit cardCheckorderStopPaymentWiretransferRespondto aContactUs EmailBill PayCallCRBTReferralInstantissuecardPutnotes inAperioUse clientsnameduring thecallDo a callback fora wire

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