Ask abouta familymemberUse acustomer'sdogs namein D/UThankcustomer atthe end ofthetransactionLet a rushedcustomerknow aboutmobiledeposits.Non-customer- areyou happywith yourcurrent bank?Shake acustomer'shand afteropening anaccountPerform afollow upphonecall.Answerphone bythird ringWalk acustomerthrough anonline bankingprocessAsk Custhow theirday isgoing?Offer to doresearch fora customerand get backto them.Ask about arecent tripor event intheir life.Take EBtraining classto increaseknowledgeNewAccount-how did theyfind outabout us?Offer yourbusinesscard in casethe cust hasquestionsSmileReach out toanother deptto assist acustomer.Ask anyopenendedquestion.Askcustomer ifthey havetravel plansthis year?Greetcustomerby nameRepeat acustomersrequest tomake sure youunderstand.Make a warmhand off toanotheremployee/deptLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk customerif there isanything elsewe can helpwith?Ask abouta familymemberUse acustomer'sdogs namein D/UThankcustomer atthe end ofthetransactionLet a rushedcustomerknow aboutmobiledeposits.Non-customer- areyou happywith yourcurrent bank?Shake acustomer'shand afteropening anaccountPerform afollow upphonecall.Answerphone bythird ringWalk acustomerthrough anonline bankingprocessAsk Custhow theirday isgoing?Offer to doresearch fora customerand get backto them.Ask about arecent tripor event intheir life.Take EBtraining classto increaseknowledgeNewAccount-how did theyfind outabout us?Offer yourbusinesscard in casethe cust hasquestionsSmileReach out toanother deptto assist acustomer.Ask anyopenendedquestion.Askcustomer ifthey havetravel plansthis year?Greetcustomerby nameRepeat acustomersrequest tomake sure youunderstand.Make a warmhand off toanotheremployee/deptLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk customerif there isanything elsewe can helpwith?

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