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

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