Take EBtraining classto increaseknowledgeSmileReach out toanother deptto assist acustomer.Large balancein checking-Let them knowabout otherinvestmentoptionsPerform afollow upphonecall.Ask about arecent tripor event intheir life.Ask anyopenendedquestion.Ask Custhow theirday isgoing?Greetcustomerby nameAsk customerif there isanything elsewe can helpwith?Answerphone bythird ringWalk acustomerthrough anonline bankingprocessThankcustomer atthe end ofthetransactionUse acustomer'sdogs namein D/UOffer to doresearch fora customerand get backto them.Ask abouta familymemberRepeat acustomersrequest tomake sure youunderstand.NewAccount-how did theyfind outabout us?Non-customer- areyou happywith yourcurrent bank?Shake acustomer'shand afteropening anaccountOffer yourbusinesscard in casethe cust hasquestionsMake a warmhand off toanotheremployee/deptLet a rushedcustomerknow aboutmobiledeposits.Askcustomer ifthey havetravel plansthis year?Take EBtraining classto increaseknowledgeSmileReach out toanother deptto assist acustomer.Large balancein checking-Let them knowabout otherinvestmentoptionsPerform afollow upphonecall.Ask about arecent tripor event intheir life.Ask anyopenendedquestion.Ask Custhow theirday isgoing?Greetcustomerby nameAsk customerif there isanything elsewe can helpwith?Answerphone bythird ringWalk acustomerthrough anonline bankingprocessThankcustomer atthe end ofthetransactionUse acustomer'sdogs namein D/UOffer to doresearch fora customerand get backto them.Ask abouta familymemberRepeat acustomersrequest tomake sure youunderstand.NewAccount-how did theyfind outabout us?Non-customer- areyou happywith yourcurrent bank?Shake acustomer'shand afteropening anaccountOffer yourbusinesscard in casethe cust hasquestionsMake a warmhand off toanotheremployee/deptLet a rushedcustomerknow aboutmobiledeposits.Askcustomer ifthey havetravel plansthis year?

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