Verified email /phone numberbefore sendingDigitalSolution.Submitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptAssisted withFee refund asbank error dueto clientalleging bankerrorQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountLead withD1 forOLB log inassistanceObtainedclient firstand lastnameConfirmedfull mailingaddress withaccountclosureReminded clientall scheduledtransfers needto be cancelledbefore acctclosureLed with D1forID/passcoderesetProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedObtainedConsent tosend PreferredRewards SelfService emailObtainedclose reasonfor accountclosure fromclientMentioned 'Getmore benefitsand rewards onyour everydaybanking.'SubmittedWait timeComplaintProvided callrecordingdisclosure tonew party onthe lineSubmitted nonclient complaintunder non bankclient tabProvided theoption(s) toprevent feein the futureAssisted withan IndirectFee refundrequestDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationMentioned'No fee toparticipate inthe program'Made sureclient wasaware what D1solution theywould receiveSelectedcorrect accountfor Complaintsubmission(EX: debit card)Verified email /phone numberbefore sendingDigitalSolution.Submitted DeptClosed Complaintafter client expresseda concern thatneeded to beresolved by a closeddeptAssisted withFee refund asbank error dueto clientalleging bankerrorQuoted APY tosecond decimalpoint whenconverting interestearning checkingaccount to noninterest accountLead withD1 forOLB log inassistanceObtainedclient firstand lastnameConfirmedfull mailingaddress withaccountclosureReminded clientall scheduledtransfers needto be cancelledbefore acctclosureLed with D1forID/passcoderesetProbed client ifrelative/friend hadan account withBOFA when theymention someoneis deceasedObtainedConsent tosend PreferredRewards SelfService emailObtainedclose reasonfor accountclosure fromclientMentioned 'Getmore benefitsand rewards onyour everydaybanking.'SubmittedWait timeComplaintProvided callrecordingdisclosure tonew party onthe lineSubmitted nonclient complaintunder non bankclient tabProvided theoption(s) toprevent feein the futureAssisted withan IndirectFee refundrequestDocumentedcomplainantsname in CQC forNon Bankclient/third Partycomplaintsubmission.“Thank you foryour interest inPreferredRewards. May Itransfer you to aBanker todiscuss?"Included deptneeded toresolve complaintin Dept closedcomplaintdocumentationMentioned'No fee toparticipate inthe program'Made sureclient wasaware what D1solution theywould receiveSelectedcorrect accountfor Complaintsubmission(EX: debit card)

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