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

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