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