Verified email /phone numberbefore sendingDigitalSolution.Confirmedfull mailingaddress withaccountclosureProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptReminded clientall scheduledtransfers needto be cancelledbefore acctclosureProvided callrecordingdisclosure tonew party onthe lineDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Selectedcorrect accountfor Complaintsubmission(EX: debit card)SubmittedWait timeComplaint“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Assisted withan IndirectFee refundrequestMade sureclient wasaware what D1solution theywould receiveObtainedclient firstand lastnameProvided theoption(s) toprevent feein the futureMentioned'No fee toparticipate inthe program'Lead withD1 forOLB log inassistanceObtainedConsent tosend PreferredRewards SelfService emailSubmitted nonclient complaintunder non bankclient tabObtainedclose reasonfor accountclosure fromclientIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentationMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Led with D1forID/passcoderesetAssisted withFee refund asbank error dueto clientalleging bankerrorQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountVerified email /phone numberbefore sendingDigitalSolution.Confirmedfull mailingaddress withaccountclosureProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedSubmitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptReminded clientall scheduledtransfers needto be cancelledbefore acctclosureProvided callrecordingdisclosure tonew party onthe lineDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.Selectedcorrect accountfor Complaintsubmission(EX: debit card)SubmittedWait timeComplaint“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Assisted withan IndirectFee refundrequestMade sureclient wasaware what D1solution theywould receiveObtainedclient firstand lastnameProvided theoption(s) toprevent feein the futureMentioned'No fee toparticipate inthe program'Lead withD1 forOLB log inassistanceObtainedConsent tosend PreferredRewards SelfService emailSubmitted nonclient complaintunder non bankclient tabObtainedclose reasonfor accountclosure fromclientIncluded deptneeded toresolve complaintin Dept closedcomplaintdocumentationMentioned 'Getmore benefitsand rewards onyour everydaybanking.'Led with D1forID/passcoderesetAssisted withFee refund asbank error dueto clientalleging bankerrorQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest account

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