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