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