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

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