Provided callrecordingdisclosure tonew party onthe lineQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountConfirmedfull mailingaddress withaccountclosureMade sureclient wasaware what D1solution theywould receiveDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Provided theoption(s) toprevent feein the future“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Submitted nonclient complaintunder non bankclient tabAssisted withFee refund asbank error dueto clientalleging bankerrorMentioned'No fee toparticipate inthe program'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosureLed with D1forID/passcoderesetSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptSubmittedWait timeComplaintProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedObtainedclose reasonfor accountclosure fromclientVerified email /phone numberbefore sendingDigitalSolution.Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationSelectedcorrect accountfor Complaintsubmission(EX: debit card)Mentioned 'Getmore benefitsand rewards onyour everydaybanking.'Obtainedclient firstand lastnameAssisted withan IndirectFee refundrequestObtainedConsent tosend PreferredRewards SelfService emailLead withD1 forOLB log inassistanceProvided callrecordingdisclosure tonew party onthe lineQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountConfirmedfull mailingaddress withaccountclosureMade sureclient wasaware what D1solution theywould receiveDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Provided theoption(s) toprevent feein the future“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Submitted nonclient complaintunder non bankclient tabAssisted withFee refund asbank error dueto clientalleging bankerrorMentioned'No fee toparticipate inthe program'Reminded clientall scheduledtransfers needto be cancelledbefore acctclosureLed with D1forID/passcoderesetSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptSubmittedWait timeComplaintProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedObtainedclose reasonfor accountclosure fromclientVerified email /phone numberbefore sendingDigitalSolution.Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationSelectedcorrect accountfor Complaintsubmission(EX: debit card)Mentioned 'Getmore benefitsand rewards onyour everydaybanking.'Obtainedclient firstand lastnameAssisted withan IndirectFee refundrequestObtainedConsent tosend PreferredRewards SelfService emailLead withD1 forOLB log inassistance

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