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

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