Learn abouta customer'stop financialprioritiesRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Be theLobbyleaderLearn a bouta clientssavingsplans/goals CreditcardapplicationLook atbranchappearancefrom acustomer view Uncover acustomerneed Thankcustomerby nameMake 3clientphonecallsAsk anopenendedquestionCleanworkstationof clutterSet a futurecontact/appointment Talk to aclient aboutour creditcardsHelp aco-worker UtilizeCRB Lead ateamhuddle Learn whatcustomerdid for theholidaysGreetclient asthey enterthe branchOpen anewaccount &start 3x3x3Learn about aclienthomeownership Lead ateamhuddle Ask a client ifthere isanything elsewe can helpthem with?Lead ateamhuddleLearn abouta customer'stop financialprioritiesRetain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Be theLobbyleaderLearn a bouta clientssavingsplans/goals CreditcardapplicationLook atbranchappearancefrom acustomer view Uncover acustomerneed Thankcustomerby nameMake 3clientphonecallsAsk anopenendedquestionCleanworkstationof clutterSet a futurecontact/appointment Talk to aclient aboutour creditcardsHelp aco-worker UtilizeCRB Lead ateamhuddle Learn whatcustomerdid for theholidaysGreetclient asthey enterthe branchOpen anewaccount &start 3x3x3Learn about aclienthomeownership Lead ateamhuddle Ask a client ifthere isanything elsewe can helpthem with?Lead ateamhuddle

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