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

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