Follow theCERoadmapfor TellersRecognizeyourmanagerSend anecard to ateammemberGive acomplimentto acustomer!Dispositiona GreenButtonOfferSummarizethetransactionSay meowduring aconv. withpeer ormanagerPracticeasking foranapproverClick on aGreenButtonOfferScheduleappt. togive awayponyComplimentanotherteammemberIntroduceyourcustomer toanother TMUse yourcustomer'snamethree timesUse abenefitstatementAssist acust whouses YOURnameAsk a factand valuequestionGive awaypony forfinancialreviewThank acustomerfor xx yearsof loyaltyUsecustomersname 3xFind out whenthe last timeyour customersat with abankerAsk a factand valuequestionSummarizethetransactionGive awaya Pony fora FinancialReviewScheduleanappointmentFollow theCERoadmapfor TellersRecognizeyourmanagerSend anecard to ateammemberGive acomplimentto acustomer!Dispositiona GreenButtonOfferSummarizethetransactionSay meowduring aconv. withpeer ormanagerPracticeasking foranapproverClick on aGreenButtonOfferScheduleappt. togive awayponyComplimentanotherteammemberIntroduceyourcustomer toanother TMUse yourcustomer'snamethree timesUse abenefitstatementAssist acust whouses YOURnameAsk a factand valuequestionGive awaypony forfinancialreviewThank acustomerfor xx yearsof loyaltyUsecustomersname 3xFind out whenthe last timeyour customersat with abankerAsk a factand valuequestionSummarizethetransactionGive awaya Pony fora FinancialReviewScheduleanappointment

Customer Experience BINGO - 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. Follow the CE Roadmap for Tellers
  2. Recognize your manager
  3. Send an ecard to a team member
  4. Give a compliment to a customer!
  5. Disposition a Green Button Offer
  6. Summarize the transaction
  7. Say meow during a conv. with peer or manager
  8. Practice asking for an approver
  9. Click on a Green Button Offer
  10. Schedule appt. to give away pony
  11. Compliment another team member
  12. Introduce your customer to another TM
  13. Use your customer's name three times
  14. Use a benefit statement
  15. Assist a cust who uses YOUR name
  16. Ask a fact and value question
  17. Give away pony for financial review
  18. Thank a customer for xx years of loyalty
  19. Use customers name 3x
  20. Find out when the last time your customer sat with a banker
  21. Ask a fact and value question
  22. Summarize the transaction
  23. Give away a Pony for a Financial Review
  24. Schedule an appointment