SummarizethetransactionRecognizeyourmanagerUse abenefitstatementScheduleanappointmentFind out whenthe last timeyour customersat with abankerUse yourcustomer'snamethree timesDispositiona GreenButtonOfferThank acustomerfor xx yearsof loyaltyIntroduceyourcustomer toanother TMSummarizethetransactionComplimentanotherteammemberSay meowduring aconv. withpeer ormanagerClick on aGreenButtonOfferAsk a factand valuequestionUsecustomersname 3xGive acomplimentto acustomer!Give awaypony forfinancialreviewGive awaya Pony fora FinancialReviewPracticeasking foranapproverAssist acust whouses YOURnameScheduleappt. togive awayponyAsk a factand valuequestionFollow theCERoadmapfor TellersSend anecard to ateammemberSummarizethetransactionRecognizeyourmanagerUse abenefitstatementScheduleanappointmentFind out whenthe last timeyour customersat with abankerUse yourcustomer'snamethree timesDispositiona GreenButtonOfferThank acustomerfor xx yearsof loyaltyIntroduceyourcustomer toanother TMSummarizethetransactionComplimentanotherteammemberSay meowduring aconv. withpeer ormanagerClick on aGreenButtonOfferAsk a factand valuequestionUsecustomersname 3xGive acomplimentto acustomer!Give awaypony forfinancialreviewGive awaya Pony fora FinancialReviewPracticeasking foranapproverAssist acust whouses YOURnameScheduleappt. togive awayponyAsk a factand valuequestionFollow theCERoadmapfor TellersSend anecard to ateammember

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