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

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