SmileOffer yourbusinesscard in casethe cust hasquestionsAsk Custhow theirday isgoing?Walk acustomerthrough anonline bankingprocessAsk customerif there isanything elsewe can helpwith?Let a rushedcustomerknow aboutmobiledeposits.Shake acustomer'shand afteropening anaccountUse acustomer'sdogs namein D/UAskcustomer ifthey havetravel plansthis year?Perform afollow upphonecall.Non-customer- areyou happywith yourcurrent bank?Offer to doresearch fora customerand get backto them.Thankcustomer atthe end ofthetransactionGreetcustomerby nameAsk anyopenendedquestion.NewAccount-how did theyfind outabout us?Ask abouta familymemberLarge balancein checking-Let them knowabout otherinvestmentoptionsReach out toanother deptto assist acustomer.Repeat acustomersrequest tomake sure youunderstand.Take EBtraining classto increaseknowledgeAnswerphone bythird ringAsk about arecent tripor event intheir life.Make a warmhand off toanotheremployee/deptSmileOffer yourbusinesscard in casethe cust hasquestionsAsk Custhow theirday isgoing?Walk acustomerthrough anonline bankingprocessAsk customerif there isanything elsewe can helpwith?Let a rushedcustomerknow aboutmobiledeposits.Shake acustomer'shand afteropening anaccountUse acustomer'sdogs namein D/UAskcustomer ifthey havetravel plansthis year?Perform afollow upphonecall.Non-customer- areyou happywith yourcurrent bank?Offer to doresearch fora customerand get backto them.Thankcustomer atthe end ofthetransactionGreetcustomerby nameAsk anyopenendedquestion.NewAccount-how did theyfind outabout us?Ask abouta familymemberLarge balancein checking-Let them knowabout otherinvestmentoptionsReach out toanother deptto assist acustomer.Repeat acustomersrequest tomake sure youunderstand.Take EBtraining classto increaseknowledgeAnswerphone bythird ringAsk about arecent tripor event intheir life.Make a warmhand off toanotheremployee/dept

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