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