Call to checkin with acustomer youhave not seenin a whileGreet acustomer byname asthey walk inthe doorHelp acustomer orfellow coworker withan issueWearyourname tagLearnsomething newabout one ofyour regularcustomersObserve acoworker offeringEXCELLENTcustomer serviceand email yoursupervisor thedetailsSend anote to acustomer(MAIL)Talk with acustomer about aproduct that mightbenefit them?(Example: eStmt,to save them afee!)Respond to anemail/workflowor CRM withinan hourAnswerthe phonewith aSMILERemember acustomer'schild or pet'sname and askabout themBe the first togreet acustomer thatwalks into thelobbyWrite a note to aback-office staffmember whoalways makessure you havewhat you need(interoffice it)Ask yoursupervisor if thereis something youcan be working onto move towardsyour goalSay somethingpositive about ourmyValue checking-myBenefits servicesto a customer, see ifthey are interestedin l earning more!Take actionon somethingyou normallyavoid at workComplimenta customerCall to checkin with acustomer youhave not seenin a whileGreet acustomer byname asthey walk inthe doorHelp acustomer orfellow coworker withan issueWearyourname tagLearnsomething newabout one ofyour regularcustomersObserve acoworker offeringEXCELLENTcustomer serviceand email yoursupervisor thedetailsSend anote to acustomer(MAIL)Talk with acustomer about aproduct that mightbenefit them?(Example: eStmt,to save them afee!)Respond to anemail/workflowor CRM withinan hourAnswerthe phonewith aSMILERemember acustomer'schild or pet'sname and askabout themBe the first togreet acustomer thatwalks into thelobbyWrite a note to aback-office staffmember whoalways makessure you havewhat you need(interoffice it)Ask yoursupervisor if thereis something youcan be working onto move towardsyour goalSay somethingpositive about ourmyValue checking-myBenefits servicesto a customer, see ifthey are interestedin l earning more!Take actionon somethingyou normallyavoid at workComplimenta customer

Relational-Responsiveness-Integrity - 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. Call to check in with a customer you have not seen in a while
  2. Greet a customer by name as they walk in the door
  3. Help a customer or fellow co worker with an issue
  4. Wear your name tag
  5. Learn something new about one of your regular customers
  6. Observe a coworker offering EXCELLENT customer service and email your supervisor the details
  7. Send a note to a customer (MAIL)
  8. Talk with a customer about a product that might benefit them? (Example: eStmt, to save them a fee!)
  9. Respond to an email/workflow or CRM within an hour
  10. Answer the phone with a SMILE
  11. Remember a customer's child or pet's name and ask about them
  12. Be the first to greet a customer that walks into the lobby
  13. Write a note to a back-office staff member who always makes sure you have what you need (interoffice it)
  14. Ask your supervisor if there is something you can be working on to move towards your goal
  15. Say something positive about our myValue checking- myBenefits services to a customer, see if they are interested in l earning more!
  16. Take action on something you normally avoid at work
  17. Compliment a customer