Learn about aclienthomeownership Be theLobbyleaderTalk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Retain aclient fromclosingaccountLead ateamhuddleLearn whatcustomerdid for theholidaysThankcustomerby nameUtilizeCRB Uncover acustomerneed Greetclient asthey enterthe branchIf a client hadtowait...."Thankthem for theirpatience" Learn abouta customer'stop financialprioritiesAsk a client ifthere isanything elsewe can helpthem with?CreditcardapplicationLead ateamhuddle Lead ateamhuddle Set a futurecontact/appointment Help aco-worker Ask anopenendedquestionOpen anewaccount &start 3x3x3Cleanworkstationof clutterLearn a bouta clientssavingsplans/goals Make 3clientphonecallsLearn about aclienthomeownership Be theLobbyleaderTalk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Retain aclient fromclosingaccountLead ateamhuddleLearn whatcustomerdid for theholidaysThankcustomerby nameUtilizeCRB Uncover acustomerneed Greetclient asthey enterthe branchIf a client hadtowait...."Thankthem for theirpatience" Learn abouta customer'stop financialprioritiesAsk a client ifthere isanything elsewe can helpthem with?CreditcardapplicationLead ateamhuddle Lead ateamhuddle Set a futurecontact/appointment Help aco-worker Ask anopenendedquestionOpen anewaccount &start 3x3x3Cleanworkstationof clutterLearn a bouta clientssavingsplans/goals Make 3clientphonecalls

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