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