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