Large balancein checking-Let them knowabout otherinvestmentoptionsAsk anyopenendedquestion.SmileTake EBtraining classto increaseknowledgeAsk Custhow theirday isgoing?Make a warmhand off toanotheremployee/deptAsk customerif there isanything elsewe can helpwith?Let a rushedcustomerknow aboutmobiledeposits.Ask abouta familymemberAsk about arecent tripor event intheir life.Perform afollow upphonecall.Offer to doresearch fora customerand get backto them.Reach out toanother deptto assist acustomer.Thankcustomer atthe end ofthetransactionWalk acustomerthrough anonline bankingprocessNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Offer yourbusinesscard in casethe cust hasquestionsUse acustomer'sdogs namein D/UAskcustomer ifthey havetravel plansthis year?Greetcustomerby nameShake acustomer'shand afteropening anaccountNewAccount-how did theyfind outabout us?Answerphone bythird ringLarge balancein checking-Let them knowabout otherinvestmentoptionsAsk anyopenendedquestion.SmileTake EBtraining classto increaseknowledgeAsk Custhow theirday isgoing?Make a warmhand off toanotheremployee/deptAsk customerif there isanything elsewe can helpwith?Let a rushedcustomerknow aboutmobiledeposits.Ask abouta familymemberAsk about arecent tripor event intheir life.Perform afollow upphonecall.Offer to doresearch fora customerand get backto them.Reach out toanother deptto assist acustomer.Thankcustomer atthe end ofthetransactionWalk acustomerthrough anonline bankingprocessNon-customer- areyou happywith yourcurrent bank?Repeat acustomersrequest tomake sure youunderstand.Offer yourbusinesscard in casethe cust hasquestionsUse acustomer'sdogs namein D/UAskcustomer ifthey havetravel plansthis year?Greetcustomerby nameShake acustomer'shand afteropening anaccountNewAccount-how did theyfind outabout us?Answerphone bythird ring

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