Relationship Building Bingo - 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.

1. Let a rushed customer know about mobile deposits.
2. Ask Cust how their day is going?
3. Offer to do research for a customer and get back to them.
4. Perform a follow up phone call.
5. Ask customer if there is anything else we can help with?
6. Offer your business card in case the cust has questions
7. Make a warm hand off to another employee/ dept
8. Take EB training class to increase knowledge
9. Non-customer- are you happy with your current bank?
10. Ask about a recent trip or event in their life.
11. Large balance in checking- Let them know about other investment options
12. Repeat a customers request to make sure you understand.
13. Greet customer by name
14. Ask about a family member
15. Reach out to another dept to assist a customer.
16. Answer phone by third ring
17. Shake a customer's hand after opening an account
18. Use a customer's dogs name in D/U
19. Smile
20. Walk a customer through an online banking process
21. Ask any open ended question.
22. Thank customer at the end of the transaction
23. Ask customer if they have travel plans this year?
24. New Account- how did they find out about us?