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

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