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