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