Bill PayenrollmentdiscussionShared aBloom+feature witha memberExplainedCC rewardsredemptionbenefitsOpensecuredCCIdentified anopportunityfor a creditlimit increasereviewMobiledepositdemonstrationMakingCentsreferral Introduced amember toZelle ordigitalbanking toolsFree EasyCheckingreferralDiscussedcredit-buildingstrategiesAssisted amember withMobile AppenrollmentFlagshipCheckingreferralExplainedcertificatebenefitsRecommendedautomatedsavingstransfersShowed amember howto accessstatementsonlinePFMReferralNFISReferralShowed amember howto scheduletransfers inthe appOpennewcertificateOpen newsavingsaccountIntroduced amember todebit cardtransactionnotificationsDiscusseddebtconsolidationoptionsIdentified anopportunityfor a balancetransferMMSAReferralBill PayenrollmentdiscussionShared aBloom+feature witha memberExplainedCC rewardsredemptionbenefitsOpensecuredCCIdentified anopportunityfor a creditlimit increasereviewMobiledepositdemonstrationMakingCentsreferral Introduced amember toZelle ordigitalbanking toolsFree EasyCheckingreferralDiscussedcredit-buildingstrategiesAssisted amember withMobile AppenrollmentFlagshipCheckingreferralExplainedcertificatebenefitsRecommendedautomatedsavingstransfersShowed amember howto accessstatementsonlinePFMReferralNFISReferralShowed amember howto scheduletransfers inthe appOpennewcertificateOpen newsavingsaccountIntroduced amember todebit cardtransactionnotificationsDiscusseddebtconsolidationoptionsIdentified anopportunityfor a balancetransferMMSAReferral

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