(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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“I noticed you have a high interest rate loan, have you considered refinancing?”
“What are your retirement plans?”
Referral/ appointment that resulted from a member call.
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?”
“It looks like you could be earning a better interest rate, are you interested in looking at our recent rates?”
“What are you plans next school year?”
Referral to Y&C.
“Would you like to hear about 3R scholarships, financial aid, or student loans?”
Referral to Y&C.
Reached out to a different department for help.
2 auto loan referrals.
Made 4 member calls.
Auto Loan Referral
Turned a bad member experience into a good one.
Answered 5 phone calls.
Mortgage referral.
Wore your name tag and look like you GAS.
“What do you want most from your financial institution?”
“Have you thought about planning for college?” Referral to Y&C.
Helped out an employee.
Had a really awesome member experience.
“Is there anything 3R could improve on?”
Account opening referral.
Credit card referral.
“What are you doing to prepare for your future financially?”
Referral to Y&C.
