Offer to doresearch fora customerand get backto them.SmileNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Let a rushedcustomerknow aboutmobiledeposits.NewAccount-how did theyfind outabout us?Ask customerif there isanything elsewe can helpwith?Reach out toanother deptto assist acustomer.Walk acustomerthrough anonline bankingprocessAsk anyopenendedquestion.Offer yourbusinesscard in casethe cust hasquestionsUse acustomer'sdogs namein D/UShake acustomer'shand afteropening anaccountGreetcustomerby nameThankcustomer atthe end ofthetransactionAnswerphone bythird ringLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk abouta familymemberAsk Custhow theirday isgoing?Take EBtraining classto increaseknowledgeMake a warmhand off toanotheremployee/deptPerform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?Ask about arecent tripor event intheir life.Offer to doresearch fora customerand get backto them.SmileNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Let a rushedcustomerknow aboutmobiledeposits.NewAccount-how did theyfind outabout us?Ask customerif there isanything elsewe can helpwith?Reach out toanother deptto assist acustomer.Walk acustomerthrough anonline bankingprocessAsk anyopenendedquestion.Offer yourbusinesscard in casethe cust hasquestionsUse acustomer'sdogs namein D/UShake acustomer'shand afteropening anaccountGreetcustomerby nameThankcustomer atthe end ofthetransactionAnswerphone bythird ringLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk abouta familymemberAsk Custhow theirday isgoing?Take EBtraining classto increaseknowledgeMake a warmhand off toanotheremployee/deptPerform afollow upphonecall.Askcustomer ifthey havetravel plansthis year?Ask about arecent tripor event intheir life.

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.


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