This bingo card has a free space and 24 words: Helped client with online banking, Had a conversation with client regarding applying for a HELOC, Helped a client with printing statements, Sent a Jurdy HI-5 to co-worker, Opened a business checking account, Send a follow up email/salesforce message to business partner, Share something you had learned with the team, Had a mortgage referral, Do a kickstart, Took a CC application for a client, Took a HELOC/Term Loan application, Had a merchant referral, Did something nice for a co-worker, Recommend a product to a client, Opened up a personal checking account, Ordered foreign currency for a client, Opened up a CD for a client, Talked to a client about investing their money/send referral to Wealth, Checked account documents in IBS, Ordered checks for a client, Had a conversation regarding mortgage, Printed debit card for client, Did something nice for a client and Had a conversation regarding merchant services.
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