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

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