RecognizeyourmanagerPracticeasking foranapproverAsk a factand valuequestionUse yourcustomer'snamethree timesScheduleanappointmentSummarizethetransactionSay meowduring aconv. withpeer ormanagerComplimentanotherteammemberThank acustomerfor xx yearsof loyaltySummarizethetransactionDispositiona GreenButtonOfferFollow theCERoadmapfor TellersUsecustomersname 3xGive awaypony forfinancialreviewUse abenefitstatementAsk a factand valuequestionFind out whenthe last timeyour customersat with abankerGive awaya Pony fora FinancialReviewAssist acust whouses YOURnameIntroduceyourcustomer toanother TMSend anecard to ateammemberScheduleappt. togive awayponyClick on aGreenButtonOfferGive acomplimentto acustomer!RecognizeyourmanagerPracticeasking foranapproverAsk a factand valuequestionUse yourcustomer'snamethree timesScheduleanappointmentSummarizethetransactionSay meowduring aconv. withpeer ormanagerComplimentanotherteammemberThank acustomerfor xx yearsof loyaltySummarizethetransactionDispositiona GreenButtonOfferFollow theCERoadmapfor TellersUsecustomersname 3xGive awaypony forfinancialreviewUse abenefitstatementAsk a factand valuequestionFind out whenthe last timeyour customersat with abankerGive awaya Pony fora FinancialReviewAssist acust whouses YOURnameIntroduceyourcustomer toanother TMSend anecard to ateammemberScheduleappt. togive awayponyClick on aGreenButtonOfferGive acomplimentto acustomer!

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