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