CompleteyourbankerworkbookHavemanagermeet yourcustomerDeliver acustomizedsummary toa customerLearn whatyourcustomer isdoing for theholidaysAsk acustomerforreferralsUse your 3point valuestatementwith acustomerSharesomething onyour TeamMember planwith a peer ormanagerHave yourmanagercomplete aDBE on youAsk acustomerabout theirtop prioritiesSet afuturecontacteventHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerScheduleanappointmentGiveaway aponyAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementMatchcustomersneeds to howWF can helpThankcustomer byname fortheirbusinessPracticeyour 3point valuestatementLead ateamhuddleSay meowduring aconversationwith manageror peerCompleteyourbankerworkbookHavemanagermeet yourcustomerDeliver acustomizedsummary toa customerLearn whatyourcustomer isdoing for theholidaysAsk acustomerforreferralsUse your 3point valuestatementwith acustomerSharesomething onyour TeamMember planwith a peer ormanagerHave yourmanagercomplete aDBE on youAsk acustomerabout theirtop prioritiesSet afuturecontacteventHave yourmanagercomplete aDBE on youDiscover how acustomermanages & growstheir money andplans for thefuturePreplanday withyourmanagerScheduleanappointmentGiveaway aponyAsk anopenendedquestionPracticeMeet theCustomerwith yourmanagerLearn aboutcustomerstop financialprioritiesUse abenefitsstatementMatchcustomersneeds to howWF can helpThankcustomer byname fortheirbusinessPracticeyour 3point valuestatementLead ateamhuddleSay meowduring aconversationwith manageror peer

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