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