Mentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)Booked 5AppointmentstodayFixed aproblem for theclient and toldthem about thesurvey.Identified anIRP referralfrom ClientConnectShowed a clienthow they cansave moneywith ValueProgram.Upgradedan accountto save onDebit FeesBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailYoumentioned theclient can adda comment tothe surveyBooked aclient fortheirupcomingGIC renewalBookan MSreferralProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsClientcomplimentedyour smile /positiveattitudeTold clientaboutsurvey (2)Showed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (1)Bookan IRPreferralRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLBMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)Booked 5AppointmentstodayFixed aproblem for theclient and toldthem about thesurvey.Identified anIRP referralfrom ClientConnectShowed a clienthow they cansave moneywith ValueProgram.Upgradedan accountto save onDebit FeesBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailYoumentioned theclient can adda comment tothe surveyBooked aclient fortheirupcomingGIC renewalBookan MSreferralProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsClientcomplimentedyour smile /positiveattitudeTold clientaboutsurvey (2)Showed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (1)Bookan IRPreferralRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLB

Client Advisors - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Mentioned survey was about your performance and client said they would give you perfect.
  2. Told client about survey (3)
  3. Booked 5 Appointments today
  4. Fixed a problem for the client and told them about the survey.
  5. Identified an IRP referral from Client Connect
  6. Showed a client how they can save money with Value Program.
  7. Upgraded an account to save on Debit Fees
  8. Booked MS referral from Client Connect Transactions
  9. You get a compliment on your attention to detail
  10. You mentioned the client can add a comment to the survey
  11. Booked a client for their upcoming GIC renewal
  12. Book an MS referral
  13. Processed a transaction with OLB instead of Wicket.
  14. Booked a client for their upcoming mortgage renewal
  15. Booked IRP referral from Client Connect Transactions
  16. Client complimented your smile / positive attitude
  17. Told client about survey (2)
  18. Showed a client how to pay a bill using OLB/ATM
  19. Printed 2 Client Connect Transactions showing outside Mortgage
  20. Booked a debt consolidation because of Client Connect
  21. Told client about survey (1)
  22. Book an IRP referral
  23. Registered a client for OLB
  24. Show the client how their transaction can be easy with OLB