Ask a factand valuequestionSummarizethetransactionGive acomplimentto acustomer!Thank acustomerfor xx yearsof loyaltyRecognizeyourmanagerScheduleanappointmentGive awaypony forfinancialreviewSay meowduring aconv. withpeer ormanagerUse yourcustomer'snamethree timesClick on aGreenButtonOfferAssist acust whouses YOURnameGive awaya Pony fora FinancialReviewSummarizethetransactionFind out whenthe last timeyour customersat with abankerUse abenefitstatementSend anecard to ateammemberAsk a factand valuequestionComplimentanotherteammemberScheduleappt. togive awayponyIntroduceyourcustomer toanother TMPracticeasking foranapproverFollow theCERoadmapfor TellersDispositiona GreenButtonOfferUsecustomersname 3xAsk a factand valuequestionSummarizethetransactionGive acomplimentto acustomer!Thank acustomerfor xx yearsof loyaltyRecognizeyourmanagerScheduleanappointmentGive awaypony forfinancialreviewSay meowduring aconv. withpeer ormanagerUse yourcustomer'snamethree timesClick on aGreenButtonOfferAssist acust whouses YOURnameGive awaya Pony fora FinancialReviewSummarizethetransactionFind out whenthe last timeyour customersat with abankerUse abenefitstatementSend anecard to ateammemberAsk a factand valuequestionComplimentanotherteammemberScheduleappt. togive awayponyIntroduceyourcustomer toanother TMPracticeasking foranapproverFollow theCERoadmapfor TellersDispositiona GreenButtonOfferUsecustomersname 3x

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