Ask customerif there isanything elsewe can helpwith?Ask anyopenendedquestion.Let a rushedcustomerknow aboutmobiledeposits.Ask Custhow theirday isgoing?Thankcustomer atthe end ofthetransactionNewAccount-how did theyfind outabout us?Shake acustomer'shand afteropening anaccountOffer yourbusinesscard in casethe cust hasquestionsAsk abouta familymemberMake a warmhand off toanotheremployee/deptOffer to doresearch fora customerand get backto them.Non-customer- areyou happywith yourcurrent bank?Greetcustomerby nameLarge balancein checking-Let them knowabout otherinvestmentoptionsPerform afollow upphonecall.Ask about arecent tripor event intheir life.SmileTake EBtraining classto increaseknowledgeReach out toanother deptto assist acustomer.Walk acustomerthrough anonline bankingprocessAskcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/URepeat acustomersrequest tomake sure youunderstand.Answerphone bythird ringAsk customerif there isanything elsewe can helpwith?Ask anyopenendedquestion.Let a rushedcustomerknow aboutmobiledeposits.Ask Custhow theirday isgoing?Thankcustomer atthe end ofthetransactionNewAccount-how did theyfind outabout us?Shake acustomer'shand afteropening anaccountOffer yourbusinesscard in casethe cust hasquestionsAsk abouta familymemberMake a warmhand off toanotheremployee/deptOffer to doresearch fora customerand get backto them.Non-customer- areyou happywith yourcurrent bank?Greetcustomerby nameLarge balancein checking-Let them knowabout otherinvestmentoptionsPerform afollow upphonecall.Ask about arecent tripor event intheir life.SmileTake EBtraining classto increaseknowledgeReach out toanother deptto assist acustomer.Walk acustomerthrough anonline bankingprocessAskcustomer ifthey havetravel plansthis year?Use acustomer'sdogs namein D/URepeat acustomersrequest tomake sure youunderstand.Answerphone bythird ring

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