Perform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/UTake EBtraining classto increaseknowledgeAsk Custhow theirday isgoing?Thankcustomer atthe end ofthetransactionShake acustomer'shand afteropening anaccountNewAccount-how did theyfind outabout us?Answerphone bythird ringOffer to doresearch fora customerand get backto them.Walk acustomerthrough anonline bankingprocessAsk anyopenendedquestion.Repeat acustomersrequest tomake sure youunderstand.SmileReach out toanother deptto assist acustomer.Non-customer- areyou happywith yourcurrent bank?Make a warmhand off toanotheremployee/deptAsk abouta familymemberGreetcustomerby nameLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk about arecent tripor event intheir life.Let a rushedcustomerknow aboutmobiledeposits.Ask customerif there isanything elsewe can helpwith?Offer yourbusinesscard in casethe cust hasquestionsPerform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/UTake EBtraining classto increaseknowledgeAsk Custhow theirday isgoing?Thankcustomer atthe end ofthetransactionShake acustomer'shand afteropening anaccountNewAccount-how did theyfind outabout us?Answerphone bythird ringOffer to doresearch fora customerand get backto them.Walk acustomerthrough anonline bankingprocessAsk anyopenendedquestion.Repeat acustomersrequest tomake sure youunderstand.SmileReach out toanother deptto assist acustomer.Non-customer- areyou happywith yourcurrent bank?Make a warmhand off toanotheremployee/deptAsk abouta familymemberGreetcustomerby nameLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk about arecent tripor event intheir life.Let a rushedcustomerknow aboutmobiledeposits.Ask customerif there isanything elsewe can helpwith?Offer yourbusinesscard in casethe cust hasquestions

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