Shake acustomer'shand afteropening anaccountTake EBtraining classto increaseknowledgeAnswerphone bythird ringPerform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?NewAccount-how did theyfind outabout us?Ask customerif there isanything elsewe can helpwith?Reach out toanother deptto assist acustomer.Let a rushedcustomerknow aboutmobiledeposits.Thankcustomer atthe end ofthetransactionOffer yourbusinesscard in casethe cust hasquestionsMake a warmhand off toanotheremployee/deptOffer to doresearch fora customerand get backto them.Non-customer- areyou happywith yourcurrent bank?Ask about arecent tripor event intheir life.SmileLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk abouta familymemberAsk anyopenendedquestion.Ask Custhow theirday isgoing?Greetcustomerby nameWalk acustomerthrough anonline bankingprocessRepeat acustomersrequest tomake sure youunderstand.Use acustomer'sdogs namein D/UShake acustomer'shand afteropening anaccountTake EBtraining classto increaseknowledgeAnswerphone bythird ringPerform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?NewAccount-how did theyfind outabout us?Ask customerif there isanything elsewe can helpwith?Reach out toanother deptto assist acustomer.Let a rushedcustomerknow aboutmobiledeposits.Thankcustomer atthe end ofthetransactionOffer yourbusinesscard in casethe cust hasquestionsMake a warmhand off toanotheremployee/deptOffer to doresearch fora customerand get backto them.Non-customer- areyou happywith yourcurrent bank?Ask about arecent tripor event intheir life.SmileLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk abouta familymemberAsk anyopenendedquestion.Ask Custhow theirday isgoing?Greetcustomerby nameWalk acustomerthrough anonline bankingprocessRepeat acustomersrequest tomake sure youunderstand.Use acustomer'sdogs namein D/U

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