(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.
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Made 4 member calls.
Learned & shared something new with the team.
Mortgage referral.
Auto Loan Referral
Referral/ appointment that resulted from a member call.
“What are your retirement plans?”
Had a really awesome member experience.
2 auto loan referrals.
“What do you want most from your financial institution?”
Account opening referral.
“It looks like you could be earning a better interest rate, are you interested in looking at our recent rates?”
Helped out an employee.
“What are you plans next school year?”
Referral to Y&C.
“I noticed you have a high interest rate loan, have you considered refinancing?”
Wore your name tag and look like you GAS.
“I noticed you don’t have an auto loan with us, where do you have an auto loan?”
“Is there anything 3R could improve on?”
“What are you doing to prepare for your future financially?”
Referral to Y&C.
Reached out to a different department for help.
Answered 5 phone calls.
“Have you thought about planning for college?” Referral to Y&C.
“Would you like to hear about 3R scholarships, financial aid, or student loans?”
Referral to Y&C.
