Buildingcustomerrapport /Strengthenrelationships"Here is mycontactinformation incase youhave anyquestions "Assist othercustomersandco-workers  Ask forreferrals offriends andfamily Greetcustomer(s)"Thank youfor choosingRegions"Summarize thecustomers needsand financial goalsand link them totherecommendations Use thecustomer’snamethroughoutconversation Makecompellingrecommendationsafter GreenprintAsk customersif they have anyadditionalbanking needsDemonstrated"Being theDifference""Did you knowthat you cansave time/travelby doing thisusingour… ""Thank youfor yourpatience.How can Ihelp you ..." Offer ideasto save time-Digitally Stand toacknowledgeand greetthe customerClearlycommunicatethe feesassociatedwith requests"I am happy tohelp you with orI will be glad totake care ofthat for you." Relate to yourcustomerthroughpersonalexperiences Paraphrasetransactionalneeds -"youwould like 2-20's"I’m happyto helpwith...workstationis stockedand readyfor dayAs yourbanker I willcontinue tofollow up withyou !Let customer knowwhat they aredoing -"Processingtransaction at mydesk"  Knowledgeable ofProducts andservices in orderto recommendcorrectproduct PresentavailableNBAs toyourcustomerBuildingcustomerrapport /Strengthenrelationships"Here is mycontactinformation incase youhave anyquestions "Assist othercustomersandco-workers  Ask forreferrals offriends andfamily Greetcustomer(s)"Thank youfor choosingRegions"Summarize thecustomers needsand financial goalsand link them totherecommendations Use thecustomer’snamethroughoutconversation Makecompellingrecommendationsafter GreenprintAsk customersif they have anyadditionalbanking needsDemonstrated"Being theDifference""Did you knowthat you cansave time/travelby doing thisusingour… ""Thank youfor yourpatience.How can Ihelp you ..." Offer ideasto save time-Digitally Stand toacknowledgeand greetthe customerClearlycommunicatethe feesassociatedwith requests"I am happy tohelp you with orI will be glad totake care ofthat for you." Relate to yourcustomerthroughpersonalexperiences Paraphrasetransactionalneeds -"youwould like 2-20's"I’m happyto helpwith...workstationis stockedand readyfor dayAs yourbanker I willcontinue tofollow up withyou !Let customer knowwhat they aredoing -"Processingtransaction at mydesk"  Knowledgeable ofProducts andservices in orderto recommendcorrectproduct PresentavailableNBAs toyourcustomer

KDS BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
O
2
B
3
B
4
B
5
N
6
G
7
B
8
B
9
O
10
G
11
N
12
G
13
I
14
I
15
O
16
I
17
G
18
O
19
N
20
I
21
G
22
N
23
I
24
O
  1. O-Building customer rapport / Strengthen relationships
  2. B-"Here is my contact information in case you have any questions "
  3. B-Assist other customers and co-workers
  4. B- Ask for referrals of friends and family
  5. N-Greet customer(s) "Thank you for choosing Regions"
  6. G-Summarize the customers needs and financial goals and link them to the recommendations
  7. B- Use the customer’s name throughout conversation
  8. B-Make compelling recommendations after Greenprint
  9. O-Ask customers if they have any additional banking needs
  10. G-Demonstrated "Being the Difference"
  11. N-"Did you know that you can save time/travel by doing this using our… "
  12. G-"Thank you for your patience. How can I help you ..."
  13. I- Offer ideas to save time -Digitally
  14. I-Stand to acknowledge and greet the customer
  15. O-Clearly communicate the fees associated with requests
  16. I-"I am happy to help you with or I will be glad to take care of that for you."
  17. G- Relate to your customer through personal experiences
  18. O-Paraphrase transactional needs -"you would like 2 -20's"
  19. N-I’m happy to help with...
  20. I-workstation is stocked and ready for day
  21. G-As your banker I will continue to follow up with you !
  22. N-Let customer know what they are doing - "Processing transaction at my desk"
  23. I-Knowledgeable of Products and services in order to recommend correct product
  24. O-Present available NBAs to your customer