Give awaypony forfinancialreviewAsk a factand valuequestionFollow theCERoadmapfor TellersScheduleanappointmentUse abenefitstatementThank acustomerfor xx yearsof loyaltyGive awaya Pony fora FinancialReviewSay meowduring aconv. withpeer ormanagerAsk a factand valuequestionComplimentanotherteammemberRecognizeyourmanagerScheduleappt. togive awayponyDispositiona GreenButtonOfferAssist acust whouses YOURnameGive acomplimentto acustomer!Send anecard to ateammemberUsecustomersname 3xPracticeasking foranapproverUse yourcustomer'snamethree timesSummarizethetransactionSummarizethetransactionIntroduceyourcustomer toanother TMFind out whenthe last timeyour customersat with abankerClick on aGreenButtonOfferGive awaypony forfinancialreviewAsk a factand valuequestionFollow theCERoadmapfor TellersScheduleanappointmentUse abenefitstatementThank acustomerfor xx yearsof loyaltyGive awaya Pony fora FinancialReviewSay meowduring aconv. withpeer ormanagerAsk a factand valuequestionComplimentanotherteammemberRecognizeyourmanagerScheduleappt. togive awayponyDispositiona GreenButtonOfferAssist acust whouses YOURnameGive acomplimentto acustomer!Send anecard to ateammemberUsecustomersname 3xPracticeasking foranapproverUse yourcustomer'snamethree timesSummarizethetransactionSummarizethetransactionIntroduceyourcustomer toanother TMFind out whenthe last timeyour customersat with abankerClick on aGreenButtonOffer

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