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

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