RecognizeyourmanagerScheduleappt. togive awayponyScheduleanappointmentSay meowduring aconv. withpeer ormanagerAssist acust whouses YOURnameAsk a factand valuequestionClick on aGreenButtonOfferUsecustomersname 3xGive acomplimentto acustomer!Dispositiona GreenButtonOfferSummarizethetransactionUse abenefitstatementGive awaypony forfinancialreviewSend anecard to ateammemberComplimentanotherteammemberGive awaya Pony fora FinancialReviewPracticeasking foranapproverUse yourcustomer'snamethree timesSummarizethetransactionIntroduceyourcustomer toanother TMFind out whenthe last timeyour customersat with abankerAsk a factand valuequestionFollow theCERoadmapfor TellersThank acustomerfor xx yearsof loyaltyRecognizeyourmanagerScheduleappt. togive awayponyScheduleanappointmentSay meowduring aconv. withpeer ormanagerAssist acust whouses YOURnameAsk a factand valuequestionClick on aGreenButtonOfferUsecustomersname 3xGive acomplimentto acustomer!Dispositiona GreenButtonOfferSummarizethetransactionUse abenefitstatementGive awaypony forfinancialreviewSend anecard to ateammemberComplimentanotherteammemberGive awaya Pony fora FinancialReviewPracticeasking foranapproverUse yourcustomer'snamethree timesSummarizethetransactionIntroduceyourcustomer toanother TMFind out whenthe last timeyour customersat with abankerAsk a factand valuequestionFollow theCERoadmapfor TellersThank acustomerfor xx yearsof loyalty

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