Assisted withFee refund asbank error dueto clientalleging bankerror Obtainedclient firstand lastname  “Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest account Mentioned'No fee toparticipate inthe program'Led with D1forID/passcoderesetComplainant wasprovided thephone numberand businesshours for deptclosed complaintObtainedConsent tosend PreferredRewards SelfService emailProvided theoption(s) toprevent feein the futureObtainedclose reasonfor accountclosure fromclientMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosure  Documentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission. Selectedcorrect accountfor Complaintsubmission(EX: debit card)Made sureclient wasaware what D1solution theywould receiveProvided callrecordingdisclosure tonew party onthe lineAssisted withan IndirectFee refundrequest Wait timeComplaintLead withD1 forOLB log inassistance Verified email /phone numberbefore sendingDigitalSolution.Confirmedfull mailingaddress withaccountclosureProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmitted nonclient complaintunder non bankclient tab  Assisted withFee refund asbank error dueto clientalleging bankerror Obtainedclient firstand lastname  “Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest account Mentioned'No fee toparticipate inthe program'Led with D1forID/passcoderesetComplainant wasprovided thephone numberand businesshours for deptclosed complaintObtainedConsent tosend PreferredRewards SelfService emailProvided theoption(s) toprevent feein the futureObtainedclose reasonfor accountclosure fromclientMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosure  Documentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission. Selectedcorrect accountfor Complaintsubmission(EX: debit card)Made sureclient wasaware what D1solution theywould receiveProvided callrecordingdisclosure tonew party onthe lineAssisted withan IndirectFee refundrequest Wait timeComplaintLead withD1 forOLB log inassistance Verified email /phone numberbefore sendingDigitalSolution.Confirmedfull mailingaddress withaccountclosureProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmitted nonclient complaintunder non bankclient tab  

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.


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