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