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

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