Obtainedclient firstand lastnameQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountConfirmedfull mailingaddress withaccountclosureObtainedConsent tosend PreferredRewards SelfService emailIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentationAssisted withan IndirectFee refundrequestMentioned'No fee toparticipate inthe program'Submitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Probed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedProvided callrecordingdisclosure tonew party onthe lineSubmittedWait timeComplaintVerified email /phone numberbefore sendingDigitalSolution.Submitted nonclient complaintunder non bankclient tabProvided theoption(s) toprevent feein the futureDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Obtainedclose reasonfor accountclosure fromclientLead withD1 forOLB log inassistanceReminded clientall scheduledtransfers needto be cancelledbefore acctclosureAssisted withFee refund asbank error dueto clientalleging bankerrorSelectedcorrect accountfor Complaintsubmission(EX: debit card)Led with D1forID/passcoderesetMade sureclient wasaware what D1solution theywould receive“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Obtainedclient firstand lastnameQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountConfirmedfull mailingaddress withaccountclosureObtainedConsent tosend PreferredRewards SelfService emailIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentationAssisted withan IndirectFee refundrequestMentioned'No fee toparticipate inthe program'Submitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Probed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedProvided callrecordingdisclosure tonew party onthe lineSubmittedWait timeComplaintVerified email /phone numberbefore sendingDigitalSolution.Submitted nonclient complaintunder non bankclient tabProvided theoption(s) toprevent feein the futureDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Obtainedclose reasonfor accountclosure fromclientLead withD1 forOLB log inassistanceReminded clientall scheduledtransfers needto be cancelledbefore acctclosureAssisted withFee refund asbank error dueto clientalleging bankerrorSelectedcorrect accountfor Complaintsubmission(EX: debit card)Led with D1forID/passcoderesetMade sureclient wasaware what D1solution theywould receive“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"

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