Reached outto a differentdepartmentfor help.2 autoloanreferrals.“Would you like tohear about 3Rscholarships,financial aid, orstudent loans?”Referral to Y&C. Had a reallyawesomememberexperience.“What are youdoing to preparefor your futurefinancially?”Referral to Y&C. Made 4membercalls.Turned abad memberexperienceinto a goodone.“What are youplans nextschool year?”Referral toY&C. “I noticed youdon’t have anauto loan withus, where doyou have anauto loan?”“What do youwant mostfrom yourfinancialinstitution?”Wore yourname tagand look likeyou GAS.Accountopeningreferral.Referral/appointmentthat resultedfrom amember call.AutoLoanReferral“What areyourretirementplans?”Answered5 phonecalls.“Have youthought aboutplanning forcollege?”Referral toY&C.“Is thereanything 3Rcouldimprove on?”Helpedout anemployee.Mortgagereferral.“I noticed youhave a highinterest rateloan, have youconsideredrefinancing?”Learned &sharedsomethingnew with theteam.“It looks like youcould be earning abetter interest rate,are you interestedin looking at ourrecent rates?”Creditcardreferral.Reached outto a differentdepartmentfor help.2 autoloanreferrals.“Would you like tohear about 3Rscholarships,financial aid, orstudent loans?”Referral to Y&C. Had a reallyawesomememberexperience.“What are youdoing to preparefor your futurefinancially?”Referral to Y&C. Made 4membercalls.Turned abad memberexperienceinto a goodone.“What are youplans nextschool year?”Referral toY&C. “I noticed youdon’t have anauto loan withus, where doyou have anauto loan?”“What do youwant mostfrom yourfinancialinstitution?”Wore yourname tagand look likeyou GAS.Accountopeningreferral.Referral/appointmentthat resultedfrom amember call.AutoLoanReferral“What areyourretirementplans?”Answered5 phonecalls.“Have youthought aboutplanning forcollege?”Referral toY&C.“Is thereanything 3Rcouldimprove on?”Helpedout anemployee.Mortgagereferral.“I noticed youhave a highinterest rateloan, have youconsideredrefinancing?”Learned &sharedsomethingnew with theteam.“It looks like youcould be earning abetter interest rate,are you interestedin looking at ourrecent rates?”Creditcardreferral.

GAS & UYH! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Reached out to a different department for help.
  2. 2 auto loan referrals.
  3. “Would you like to hear about 3R scholarships, financial aid, or student loans?” Referral to Y&C.
  4. Had a really awesome member experience.
  5. “What are you doing to prepare for your future financially?” Referral to Y&C.
  6. Made 4 member calls.
  7. Turned a bad member experience into a good one.
  8. “What are you plans next school year?” Referral to Y&C.
  9. “I noticed you don’t have an auto loan with us, where do you have an auto loan?”
  10. “What do you want most from your financial institution?”
  11. Wore your name tag and look like you GAS.
  12. Account opening referral.
  13. Referral/ appointment that resulted from a member call.
  14. Auto Loan Referral
  15. “What are your retirement plans?”
  16. Answered 5 phone calls.
  17. “Have you thought about planning for college?” Referral to Y&C.
  18. “Is there anything 3R could improve on?”
  19. Helped out an employee.
  20. Mortgage referral.
  21. “I noticed you have a high interest rate loan, have you considered refinancing?”
  22. Learned & shared something new with the team.
  23. “It looks like you could be earning a better interest rate, are you interested in looking at our recent rates?”
  24. Credit card referral.