Non-customer- areyou happywith yourcurrent bank?Ask anyopenendedquestion.Shake acustomer'shand afteropening anaccountRepeat acustomersrequest tomake sure youunderstand.Walk acustomerthrough anonline bankingprocessPerform afollow upphonecall.Ask abouta familymemberReach out toanother deptto assist acustomer.Ask about arecent tripor event intheir life.Ask Custhow theirday isgoing?NewAccount-how did theyfind outabout us?Offer to doresearch fora customerand get backto them.Let a rushedcustomerknow aboutmobiledeposits.Offer yourbusinesscard in casethe cust hasquestionsSmileAskcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/ULarge balancein checking-Let them knowabout otherinvestmentoptionsTake EBtraining classto increaseknowledgeMake a warmhand off toanotheremployee/deptThankcustomer atthe end ofthetransactionAsk customerif there isanything elsewe can helpwith?Greetcustomerby nameAnswerphone bythird ringNon-customer- areyou happywith yourcurrent bank?Ask anyopenendedquestion.Shake acustomer'shand afteropening anaccountRepeat acustomersrequest tomake sure youunderstand.Walk acustomerthrough anonline bankingprocessPerform afollow upphonecall.Ask abouta familymemberReach out toanother deptto assist acustomer.Ask about arecent tripor event intheir life.Ask Custhow theirday isgoing?NewAccount-how did theyfind outabout us?Offer to doresearch fora customerand get backto them.Let a rushedcustomerknow aboutmobiledeposits.Offer yourbusinesscard in casethe cust hasquestionsSmileAskcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/ULarge balancein checking-Let them knowabout otherinvestmentoptionsTake EBtraining classto increaseknowledgeMake a warmhand off toanotheremployee/deptThankcustomer atthe end ofthetransactionAsk customerif there isanything elsewe can helpwith?Greetcustomerby nameAnswerphone bythird ring

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.


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