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

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