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