Scheduleappt. togive awayponySend anecard to ateammemberIntroduceyourcustomer toanother TMSummarizethetransactionAsk a factand valuequestionThank acustomerfor xx yearsof loyaltyGive awaya Pony fora FinancialReviewGive acomplimentto acustomer!SummarizethetransactionDispositiona GreenButtonOfferFind out whenthe last timeyour customersat with abankerGive awaypony forfinancialreviewUsecustomersname 3xRecognizeyourmanagerClick on aGreenButtonOfferUse abenefitstatementComplimentanotherteammemberUse yourcustomer'snamethree timesPracticeasking foranapproverAsk a factand valuequestionSay meowduring aconv. withpeer ormanagerFollow theCERoadmapfor TellersScheduleanappointmentAssist acust whouses YOURnameScheduleappt. togive awayponySend anecard to ateammemberIntroduceyourcustomer toanother TMSummarizethetransactionAsk a factand valuequestionThank acustomerfor xx yearsof loyaltyGive awaya Pony fora FinancialReviewGive acomplimentto acustomer!SummarizethetransactionDispositiona GreenButtonOfferFind out whenthe last timeyour customersat with abankerGive awaypony forfinancialreviewUsecustomersname 3xRecognizeyourmanagerClick on aGreenButtonOfferUse abenefitstatementComplimentanotherteammemberUse yourcustomer'snamethree timesPracticeasking foranapproverAsk a factand valuequestionSay meowduring aconv. withpeer ormanagerFollow theCERoadmapfor TellersScheduleanappointmentAssist acust whouses YOURname

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