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