Summarize thecustomers needsand financial goalsand link them totherecommendationsParaphrasetransactionalneeds -"youwould like 2-20's"Ask customersif they have anyadditionalbanking needsDemonstrated"Being theDifference"workstationis stockedand readyfor day Relate to yourcustomerthroughpersonalexperiences Stand toacknowledgeand greetthe customerKnowledgeable ofProducts andservices in orderto recommendcorrectproduct Makecompellingrecommendationsafter Greenprint Ask forreferrals offriends andfamily As yourbanker I willcontinue tofollow up withyou !"Did you knowthat you cansave time/travelby doing thisusingour… "Let customer knowwhat they aredoing -"Processingtransaction at mydesk"  I’m happyto helpwith..."Here is mycontactinformation incase youhave anyquestions " Use thecustomer’snamethroughoutconversation "I am happy tohelp you with orI will be glad totake care ofthat for you."Buildingcustomerrapport /StrengthenrelationshipsGreetcustomer(s)"Thank youfor choosingRegions" Offer ideasto save time-Digitally PresentavailableNBAs toyourcustomerAssist othercustomersandco-workers "Thank youfor yourpatience.How can Ihelp you ..."Clearlycommunicatethe feesassociatedwith requestsSummarize thecustomers needsand financial goalsand link them totherecommendationsParaphrasetransactionalneeds -"youwould like 2-20's"Ask customersif they have anyadditionalbanking needsDemonstrated"Being theDifference"workstationis stockedand readyfor day Relate to yourcustomerthroughpersonalexperiences Stand toacknowledgeand greetthe customerKnowledgeable ofProducts andservices in orderto recommendcorrectproduct Makecompellingrecommendationsafter Greenprint Ask forreferrals offriends andfamily As yourbanker I willcontinue tofollow up withyou !"Did you knowthat you cansave time/travelby doing thisusingour… "Let customer knowwhat they aredoing -"Processingtransaction at mydesk"  I’m happyto helpwith..."Here is mycontactinformation incase youhave anyquestions " Use thecustomer’snamethroughoutconversation "I am happy tohelp you with orI will be glad totake care ofthat for you."Buildingcustomerrapport /StrengthenrelationshipsGreetcustomer(s)"Thank youfor choosingRegions" Offer ideasto save time-Digitally PresentavailableNBAs toyourcustomerAssist othercustomersandco-workers "Thank youfor yourpatience.How can Ihelp you ..."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
G
2
O
3
O
4
G
5
I
6
G
7
I
8
I
9
B
10
B
11
G
12
N
13
N
14
N
15
B
16
B
17
I
18
O
19
N
20
I
21
O
22
B
23
G
24
O
  1. G-Summarize the customers needs and financial goals and link them to the recommendations
  2. O-Paraphrase transactional needs -"you would like 2 -20's"
  3. O-Ask customers if they have any additional banking needs
  4. G-Demonstrated "Being the Difference"
  5. I-workstation is stocked and ready for day
  6. G- Relate to your customer through personal experiences
  7. I-Stand to acknowledge and greet the customer
  8. I-Knowledgeable of Products and services in order to recommend correct product
  9. B-Make compelling recommendations after Greenprint
  10. B- Ask for referrals of friends and family
  11. G-As your banker I will continue to follow up with you !
  12. N-"Did you know that you can save time/travel by doing this using our… "
  13. N-Let customer know what they are doing - "Processing transaction at my desk"
  14. N-I’m happy to help with...
  15. B-"Here is my contact information in case you have any questions "
  16. B- Use the customer’s name throughout conversation
  17. I-"I am happy to help you with or I will be glad to take care of that for you."
  18. O-Building customer rapport / Strengthen relationships
  19. N-Greet customer(s) "Thank you for choosing Regions"
  20. I- Offer ideas to save time -Digitally
  21. O-Present available NBAs to your customer
  22. B-Assist other customers and co-workers
  23. G-"Thank you for your patience. How can I help you ..."
  24. O-Clearly communicate the fees associated with requests