(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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“Is there anything 3R could improve on?”
Made 4 member calls.
“What do you want most from your financial institution?”
“It looks like you could be earning a better interest rate, are you interested in looking at our recent rates?”
Referral/ appointment that resulted from a member call.
Helped out an employee.
Reached out to a different department for help.
“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.
“What are your retirement plans?”
2 auto loan referrals.
Answered 5 phone calls.
“I noticed you have a high interest rate loan, have you considered refinancing?”
Account opening referral.
Auto Loan Referral
Mortgage referral.
Learned & shared something new with the team.
“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.
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.
