PracticeMeet theCustomerwith yourmanagerPreplanday withyourmanagerHavemanagermeet yourcustomerAsk anopenendedquestionSay meowduring aconversationwith manageror peerCompleteyourbankerworkbookThankcustomer byname fortheirbusinessAsk acustomerforreferralsSet afuturecontacteventLearn whatyourcustomer isdoing for theholidaysLearn aboutcustomerstop financialprioritiesUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on youSharesomething onyour TeamMember planwith a peer ormanagerPracticeyour 3point valuestatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youDeliver acustomizedsummary toa customerUse abenefitsstatementScheduleanappointmentGiveaway aponyLead ateamhuddleMatchcustomersneeds to howWF can helpDiscover how acustomermanages & growstheir money andplans for thefuturePracticeMeet theCustomerwith yourmanagerPreplanday withyourmanagerHavemanagermeet yourcustomerAsk anopenendedquestionSay meowduring aconversationwith manageror peerCompleteyourbankerworkbookThankcustomer byname fortheirbusinessAsk acustomerforreferralsSet afuturecontacteventLearn whatyourcustomer isdoing for theholidaysLearn aboutcustomerstop financialprioritiesUse your 3point valuestatementwith acustomerHave yourmanagercomplete aDBE on youSharesomething onyour TeamMember planwith a peer ormanagerPracticeyour 3point valuestatementAsk acustomerabout theirtop prioritiesHave yourmanagercomplete aDBE on youDeliver acustomizedsummary toa customerUse abenefitsstatementScheduleanappointmentGiveaway aponyLead ateamhuddleMatchcustomersneeds to howWF can helpDiscover how acustomermanages & growstheir money andplans for thefuture

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