Sharesomething onyour TeamMember planwith a peer ormanagerDiscover how acustomermanages & growstheir money andplans for thefutureHave yourmanagercomplete aDBE on youCompleteyourbankerworkbookHavemanagermeet yourcustomerSay meowduring aconversationwith manageror peerPreplanday withyourmanagerAsk acustomerforreferralsLead ateamhuddleAsk acustomerabout theirtop prioritiesAsk anopenendedquestionLearn aboutcustomerstop financialprioritiesPracticeyour 3point valuestatementSet afuturecontacteventUse abenefitsstatementPracticeMeet theCustomerwith yourmanagerThankcustomer byname fortheirbusinessUse your 3point valuestatementwith acustomerScheduleanappointmentHave yourmanagercomplete aDBE on youMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerGiveaway aponySharesomething onyour TeamMember planwith a peer ormanagerDiscover how acustomermanages & growstheir money andplans for thefutureHave yourmanagercomplete aDBE on youCompleteyourbankerworkbookHavemanagermeet yourcustomerSay meowduring aconversationwith manageror peerPreplanday withyourmanagerAsk acustomerforreferralsLead ateamhuddleAsk acustomerabout theirtop prioritiesAsk anopenendedquestionLearn aboutcustomerstop financialprioritiesPracticeyour 3point valuestatementSet afuturecontacteventUse abenefitsstatementPracticeMeet theCustomerwith yourmanagerThankcustomer byname fortheirbusinessUse your 3point valuestatementwith acustomerScheduleanappointmentHave yourmanagercomplete aDBE on youMatchcustomersneeds to howWF can helpLearn whatyourcustomer isdoing for theholidaysDeliver acustomizedsummary toa customerGiveaway apony

Customer Experience BINGO - 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. Share something on your Team Member plan with a peer or manager
  2. Discover how a customer manages & grows their money and plans for the future
  3. Have your manager complete a DBE on you
  4. Complete your banker workbook
  5. Have manager meet your customer
  6. Say meow during a conversation with manager or peer
  7. Preplan day with your manager
  8. Ask a customer for referrals
  9. Lead a team huddle
  10. Ask a customer about their top priorities
  11. Ask an open ended question
  12. Learn about customers top financial priorities
  13. Practice your 3 point value statement
  14. Set a future contact event
  15. Use a benefits statement
  16. Practice Meet the Customer with your manager
  17. Thank customer by name for their business
  18. Use your 3 point value statement with a customer
  19. Schedule an appointment
  20. Have your manager complete a DBE on you
  21. Match customers needs to how WF can help
  22. Learn what your customer is doing for the holidays
  23. Deliver a customized summary to a customer
  24. Give away a pony