Submitted nonclient complaintunder non bankclient tab  Made sureclient wasaware what D1solution theywould receiveObtainedConsent tosend PreferredRewards SelfService emailMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Mentioned'No fee toparticipate inthe program'“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Provided theoption(s) toprevent feein the futureSelectedcorrect accountfor Complaintsubmission(EX: debit card)Wait timeComplaintObtainedclient firstand lastname  Assisted withFee refund asbank error dueto clientalleging bankerror Complainant wasprovided thephone numberand businesshours for deptclosed complaintDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission. Assisted withan IndirectFee refundrequest Verified email /phone numberbefore sendingDigitalSolution.Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationConfirmedfull mailingaddress withaccountclosureLead withD1 forOLB log inassistance Obtainedclose reasonfor accountclosure fromclientProvided callrecordingdisclosure tonew party onthe lineLed with D1forID/passcoderesetProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedReminded clientall scheduledtransfers needto be cancelledbefore acctclosure  Quoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest account Submitted nonclient complaintunder non bankclient tab  Made sureclient wasaware what D1solution theywould receiveObtainedConsent tosend PreferredRewards SelfService emailMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Mentioned'No fee toparticipate inthe program'“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Provided theoption(s) toprevent feein the futureSelectedcorrect accountfor Complaintsubmission(EX: debit card)Wait timeComplaintObtainedclient firstand lastname  Assisted withFee refund asbank error dueto clientalleging bankerror Complainant wasprovided thephone numberand businesshours for deptclosed complaintDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission. Assisted withan IndirectFee refundrequest Verified email /phone numberbefore sendingDigitalSolution.Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationConfirmedfull mailingaddress withaccountclosureLead withD1 forOLB log inassistance Obtainedclose reasonfor accountclosure fromclientProvided callrecordingdisclosure tonew party onthe lineLed with D1forID/passcoderesetProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedReminded clientall scheduledtransfers needto be cancelledbefore acctclosure  Quoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest account 

RISK - 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. Submitted non client complaint under non bank client tab  
  2. Made sure client was aware what D1 solution they would receive
  3. Obtained Consent to send Preferred Rewards Self Service email
  4. Mentioned 'Get more benefits and rewards on your everyday banking.'
  5. Mentioned 'No fee to participate in the program'
  6. “Thank you for your interest in Preferred Rewards. May I transfer you to a Banker to discuss?"
  7. Provided the option(s) to prevent fee in the future
  8. Selected correct account for Complaint submission (EX: debit card)
  9. Wait time Complaint
  10. Obtained client first and last name  
  11. Assisted with Fee refund as bank error due to client alleging bank error 
  12. Complainant was provided the phone number and business hours for dept closed complaint
  13. Documented complainants name in CQC for Non Bank client/third Party complaint submission.
  14. Assisted with an Indirect Fee refund request 
  15. Verified email / phone number before sending Digital Solution.
  16. Included dept needed to resolve complaint in Dept closed complaint documentation
  17. Confirmed full mailing address with account closure
  18. Lead with D1 for OLB log in assistance
  19. Obtained close reason for account closure from client
  20. Provided call recording disclosure to new party on the line
  21. Led with D1 for ID/passcode reset
  22. Probed client if relative/friend had an account with BOFA when they mention someone is deceased
  23. Reminded client all scheduled transfers need to be cancelled before acct closure  
  24. Quoted APY to second decimal point when converting interest earning checking account to non interest account