Cleanworkstationof clutterLook atbranchappearancefrom acustomer view Retain aclient fromclosingaccountUtilizeCRB Learn whatcustomerdid for theholidaysLearn abouta customer'stop financialprioritiesHelp aco-worker Lead ateamhuddle Ask a client ifthere isanything elsewe can helpthem with?Learn about aclienthomeownership Lead ateamhuddleGreetclient asthey enterthe branchTalk to aclient aboutour creditcardsLearn a bouta clientssavingsplans/goals Lead ateamhuddle If a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationSet a futurecontact/appointment Make 3clientphonecallsThankcustomerby nameUncover acustomerneed Be theLobbyleaderOpen anewaccount &start 3x3x3Ask anopenendedquestionCleanworkstationof clutterLook atbranchappearancefrom acustomer view Retain aclient fromclosingaccountUtilizeCRB Learn whatcustomerdid for theholidaysLearn abouta customer'stop financialprioritiesHelp aco-worker Lead ateamhuddle Ask a client ifthere isanything elsewe can helpthem with?Learn about aclienthomeownership Lead ateamhuddleGreetclient asthey enterthe branchTalk to aclient aboutour creditcardsLearn a bouta clientssavingsplans/goals Lead ateamhuddle If a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationSet a futurecontact/appointment Make 3clientphonecallsThankcustomerby nameUncover acustomerneed Be theLobbyleaderOpen anewaccount &start 3x3x3Ask anopenendedquestion

Client Experience - Call List

(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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  1. Clean workstation of clutter
  2. Look at branch appearance from a customer view
  3. Retain a client from closing account
  4. Utilize CRB
  5. Learn what customer did for the holidays
  6. Learn about a customer's top financial priorities
  7. Help a co-worker
  8. Lead a team huddle
  9. Ask a client if there is anything else we can help them with?
  10. Learn about a client homeownership
  11. Lead a team huddle
  12. Greet client as they enter the branch
  13. Talk to a client about our credit cards
  14. Learn a bout a clients savings plans/goals
  15. Lead a team huddle
  16. If a client had to wait...."Thank them for their patience"
  17. Credit card application
  18. Set a future contact/appointment
  19. Make 3 client phone calls
  20. Thank customer by name
  21. Uncover a customer need
  22. Be the Lobby leader
  23. Open a new account & start 3x3x3
  24. Ask an open ended question