Make a warmhand off toanotheremployee/deptUse acustomer'sdogs namein D/UOffer to doresearch fora customerand get backto them.Offer yourbusinesscard in casethe cust hasquestionsAsk anyopenendedquestion.Greetcustomerby nameWalk acustomerthrough anonline bankingprocessAsk customerif there isanything elsewe can helpwith?Thankcustomer atthe end ofthetransactionShake acustomer'shand afteropening anaccountLet a rushedcustomerknow aboutmobiledeposits.Large balancein checking-Let them knowabout otherinvestmentoptionsNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Reach out toanother deptto assist acustomer.Ask abouta familymemberAsk about arecent tripor event intheir life.SmileNewAccount-how did theyfind outabout us?Ask Custhow theirday isgoing?Perform afollow upphonecall.Take EBtraining classto increaseknowledgeAnswerphone bythird ringAskcustomer ifthey havetravel plansthis year?Make a warmhand off toanotheremployee/deptUse acustomer'sdogs namein D/UOffer to doresearch fora customerand get backto them.Offer yourbusinesscard in casethe cust hasquestionsAsk anyopenendedquestion.Greetcustomerby nameWalk acustomerthrough anonline bankingprocessAsk customerif there isanything elsewe can helpwith?Thankcustomer atthe end ofthetransactionShake acustomer'shand afteropening anaccountLet a rushedcustomerknow aboutmobiledeposits.Large balancein checking-Let them knowabout otherinvestmentoptionsNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Reach out toanother deptto assist acustomer.Ask abouta familymemberAsk about arecent tripor event intheir life.SmileNewAccount-how did theyfind outabout us?Ask Custhow theirday isgoing?Perform afollow upphonecall.Take EBtraining classto increaseknowledgeAnswerphone bythird ringAskcustomer ifthey havetravel plansthis year?

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Make a warm hand off to another employee/ dept
  2. Use a customer's dogs name in D/U
  3. Offer to do research for a customer and get back to them.
  4. Offer your business card in case the cust has questions
  5. Ask any open ended question.
  6. Greet customer by name
  7. Walk a customer through an online banking process
  8. Ask customer if there is anything else we can help with?
  9. Thank customer at the end of the transaction
  10. Shake a customer's hand after opening an account
  11. Let a rushed customer know about mobile deposits.
  12. Large balance in checking- Let them know about other investment options
  13. Non-customer- are you happy with your current bank?
  14. Repeat a customers request to make sure you understand.
  15. Reach out to another dept to assist a customer.
  16. Ask about a family member
  17. Ask about a recent trip or event in their life.
  18. Smile
  19. New Account- how did they find out about us?
  20. Ask Cust how their day is going?
  21. Perform a follow up phone call.
  22. Take EB training class to increase knowledge
  23. Answer phone by third ring
  24. Ask customer if they have travel plans this year?