Introduced amember toZelle ordigitalbanking toolsDiscusseddebtconsolidationoptionsExplainedcertificatebenefitsMMSAReferralShowed amember howto accessstatementsonlineIdentified anopportunityfor a creditlimit increasereviewShowed amember howto scheduletransfers inthe appMobiledepositdemonstrationPFMReferralIdentified anopportunityfor a balancetransferShared aBloom+feature witha memberMakingCentsreferral Discussedcredit-buildingstrategiesIntroduced amember todebit cardtransactionnotificationsAssisted amember withMobile AppenrollmentExplainedCC rewardsredemptionbenefitsOpensecuredCCNFISReferralRecommendedautomatedsavingstransfersBill PayenrollmentdiscussionOpen newsavingsaccountFlagshipCheckingreferralFree EasyCheckingreferralOpennewcertificateIntroduced amember toZelle ordigitalbanking toolsDiscusseddebtconsolidationoptionsExplainedcertificatebenefitsMMSAReferralShowed amember howto accessstatementsonlineIdentified anopportunityfor a creditlimit increasereviewShowed amember howto scheduletransfers inthe appMobiledepositdemonstrationPFMReferralIdentified anopportunityfor a balancetransferShared aBloom+feature witha memberMakingCentsreferral Discussedcredit-buildingstrategiesIntroduced amember todebit cardtransactionnotificationsAssisted amember withMobile AppenrollmentExplainedCC rewardsredemptionbenefitsOpensecuredCCNFISReferralRecommendedautomatedsavingstransfersBill PayenrollmentdiscussionOpen newsavingsaccountFlagshipCheckingreferralFree EasyCheckingreferralOpennewcertificate

Financial Outreach - 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. Introduced a member to Zelle or digital banking tools
  2. Discussed debt consolidation options
  3. Explained certificate benefits
  4. MMSA Referral
  5. Showed a member how to access statements online
  6. Identified an opportunity for a credit limit increase review
  7. Showed a member how to schedule transfers in the app
  8. Mobile deposit demonstration
  9. PFM Referral
  10. Identified an opportunity for a balance transfer
  11. Shared a Bloom+ feature with a member
  12. MakingCents referral
  13. Discussed credit-building strategies
  14. Introduced a member to debit card transaction notifications
  15. Assisted a member with Mobile App enrollment
  16. Explained CC rewards redemption benefits
  17. Open secured CC
  18. NFIS Referral
  19. Recommended automated savings transfers
  20. Bill Pay enrollment discussion
  21. Open new savings account
  22. Flagship Checking referral
  23. Free Easy Checking referral
  24. Open new certificate