Ask abouta familymemberOffer yourbusinesscard in casethe cust hasquestionsAsk customerif there isanything elsewe can helpwith?Large balancein checking-Let them knowabout otherinvestmentoptionsNon-customer- areyou happywith yourcurrent bank?Answerphone bythird ringPerform afollow upphonecall.Reach out toanother deptto assist acustomer.SmileAsk about arecent tripor event intheir life.Offer to doresearch fora customerand get backto them.Ask anyopenendedquestion.Repeat acustomersrequest tomake sure youunderstand.Let a rushedcustomerknow aboutmobiledeposits.Askcustomer ifthey havetravel plansthis year?Walk acustomerthrough anonline bankingprocessNewAccount-how did theyfind outabout us?Make a warmhand off toanotheremployee/deptAsk Custhow theirday isgoing?Shake acustomer'shand afteropening anaccountUse acustomer'sdogs namein D/UGreetcustomerby nameTake EBtraining classto increaseknowledgeThankcustomer atthe end ofthetransactionAsk abouta familymemberOffer yourbusinesscard in casethe cust hasquestionsAsk customerif there isanything elsewe can helpwith?Large balancein checking-Let them knowabout otherinvestmentoptionsNon-customer- areyou happywith yourcurrent bank?Answerphone bythird ringPerform afollow upphonecall.Reach out toanother deptto assist acustomer.SmileAsk about arecent tripor event intheir life.Offer to doresearch fora customerand get backto them.Ask anyopenendedquestion.Repeat acustomersrequest tomake sure youunderstand.Let a rushedcustomerknow aboutmobiledeposits.Askcustomer ifthey havetravel plansthis year?Walk acustomerthrough anonline bankingprocessNewAccount-how did theyfind outabout us?Make a warmhand off toanotheremployee/deptAsk Custhow theirday isgoing?Shake acustomer'shand afteropening anaccountUse acustomer'sdogs namein D/UGreetcustomerby nameTake EBtraining classto increaseknowledgeThankcustomer atthe end ofthetransaction

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