Probed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmittedWait timeComplaintQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountAssisted withFee refund asbank error dueto clientalleging bankerrorLead withD1 forOLB log inassistanceSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptSubmitted nonclient complaintunder non bankclient tabDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Confirmedfull mailingaddress withaccountclosureLed with D1forID/passcoderesetObtainedclient firstand lastnameMade sureclient wasaware what D1solution theywould receiveProvided theoption(s) toprevent feein the futureIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentation“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Verified email /phone numberbefore sendingDigitalSolution.Assisted withan IndirectFee refundrequestSelectedcorrect accountfor Complaintsubmission(EX: debit card)Mentioned 'Getmore benefitsand rewards onyour everydaybanking.'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosureObtainedConsent tosend PreferredRewards SelfService emailObtainedclose reasonfor accountclosure fromclientProvided callrecordingdisclosure tonew party onthe lineMentioned'No fee toparticipate inthe program'Probed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmittedWait timeComplaintQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountAssisted withFee refund asbank error dueto clientalleging bankerrorLead withD1 forOLB log inassistanceSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptSubmitted nonclient complaintunder non bankclient tabDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Confirmedfull mailingaddress withaccountclosureLed with D1forID/passcoderesetObtainedclient firstand lastnameMade sureclient wasaware what D1solution theywould receiveProvided theoption(s) toprevent feein the futureIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentation“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Verified email /phone numberbefore sendingDigitalSolution.Assisted withan IndirectFee refundrequestSelectedcorrect accountfor Complaintsubmission(EX: debit card)Mentioned 'Getmore benefitsand rewards onyour everydaybanking.'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosureObtainedConsent tosend PreferredRewards SelfService emailObtainedclose reasonfor accountclosure fromclientProvided callrecordingdisclosure tonew party onthe lineMentioned'No fee toparticipate inthe program'

R I S K - 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. Probed client if relative/friend had an account with BOFA when they mention someone is deceased
  2. Submitted Wait time Complaint
  3. Quoted APY to second decimal point when converting interest earning checking account to non interest account
  4. Assisted with Fee refund as bank error due to client alleging bank error
  5. Lead with D1 for OLB log in assistance
  6. Submitted Dept Closed Complaint after client expressed a concern that needed to be resolved by a closed dept
  7. Submitted non client complaint under non bank client tab
  8. Documented complainants name in CQC for Non Bank client/third Party complaint submission.
  9. Confirmed full mailing address with account closure
  10. Led with D1 for ID/passcode reset
  11. Obtained client first and last name
  12. Made sure client was aware what D1 solution they would receive
  13. Provided the option(s) to prevent fee in the future
  14. Included dept needed to resolve complaint in Dept closed complaint documentation
  15. “Thank you for your interest in Preferred Rewards. May I transfer you to a Banker to discuss?"
  16. Verified email / phone number before sending Digital Solution.
  17. Assisted with an Indirect Fee refund request
  18. Selected correct account for Complaint submission (EX: debit card)
  19. Mentioned 'Get more benefits and rewards on your everyday banking.'
  20. Reminded client all scheduled transfers need to be cancelled before acct closure
  21. Obtained Consent to send Preferred Rewards Self Service email
  22. Obtained close reason for account closure from client
  23. Provided call recording disclosure to new party on the line
  24. Mentioned 'No fee to participate in the program'