(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.
Use a customer's dogs name in D/U
Let a rushed customer know about mobile deposits.
Make a warm hand off to another employee/ dept
Answer phone by third ring
Large balance in checking-
Let them know about other investment options
New Account- how did they find out about us?
Repeat a customers request to make sure you understand.
Reach out to another dept to assist a customer.
Walk a customer through an online banking process
Ask about a family member
Ask about a recent trip or event in their life.
Offer to do research for a customer and get back to them.
Offer your business card in case the cust has questions
Ask customer if there is anything else we can help with?
Shake a customer's hand after opening an account
Non-customer- are you happy with your current bank?
