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