Introduced amember todebit cardtransactionnotificationsOpensecuredCCBill PayenrollmentdiscussionOpen newsavingsaccountMMSAReferralIdentified anopportunityfor a balancetransferShared aBloom+feature witha memberExplainedCC rewardsredemptionbenefitsRecommendedautomatedsavingstransfersFree EasyCheckingreferralAssisted amember withMobile AppenrollmentDiscusseddebtconsolidationoptionsFlagshipCheckingreferralOpennewcertificateMakingCentsreferral PFMReferralMobiledepositdemonstrationIntroduced amember toZelle ordigitalbanking toolsShowed amember howto accessstatementsonlineShowed amember howto scheduletransfers inthe appExplainedcertificatebenefitsNFISReferralDiscussedcredit-buildingstrategiesIdentified anopportunityfor a creditlimit increasereviewIntroduced amember todebit cardtransactionnotificationsOpensecuredCCBill PayenrollmentdiscussionOpen newsavingsaccountMMSAReferralIdentified anopportunityfor a balancetransferShared aBloom+feature witha memberExplainedCC rewardsredemptionbenefitsRecommendedautomatedsavingstransfersFree EasyCheckingreferralAssisted amember withMobile AppenrollmentDiscusseddebtconsolidationoptionsFlagshipCheckingreferralOpennewcertificateMakingCentsreferral PFMReferralMobiledepositdemonstrationIntroduced amember toZelle ordigitalbanking toolsShowed amember howto accessstatementsonlineShowed amember howto scheduletransfers inthe appExplainedcertificatebenefitsNFISReferralDiscussedcredit-buildingstrategiesIdentified anopportunityfor a creditlimit increasereview

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Introduced a member to debit card transaction notifications
  2. Open secured CC
  3. Bill Pay enrollment discussion
  4. Open new savings account
  5. MMSA Referral
  6. Identified an opportunity for a balance transfer
  7. Shared a Bloom+ feature with a member
  8. Explained CC rewards redemption benefits
  9. Recommended automated savings transfers
  10. Free Easy Checking referral
  11. Assisted a member with Mobile App enrollment
  12. Discussed debt consolidation options
  13. Flagship Checking referral
  14. Open new certificate
  15. MakingCents referral
  16. PFM Referral
  17. Mobile deposit demonstration
  18. Introduced a member to Zelle or digital banking tools
  19. Showed a member how to access statements online
  20. Showed a member how to schedule transfers in the app
  21. Explained certificate benefits
  22. NFIS Referral
  23. Discussed credit-building strategies
  24. Identified an opportunity for a credit limit increase review