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