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