Financial Wellness discussion with client *105% Mystery Shop *HELOC closed and funded (for referring officer to ML) Auto loan referral HELOC (referred to ML) Outdoor clean up Business bankcard No over/short posted for prior week PPC ZERO posted over/short for whole week SBFI *SBFI *Financial Wellness set and referred to ML Unsecured loan Completed/submitted To Do plans by Fri *Business loan/referred to ML *PPC Loan application Merchant referral Auto Loan/referral Hit prior weeks goals! VOC (perfect score) No corrections for prior week Retail bankcard To Do plan sent by Friday Teller line CFC Investment referral (qual w/ opp) Constant Credit Wealth referral (qual w/opp) Merchant referral *Unsecured loan/closed and funded *Auto loan/closed and funded Invest. Referral w/ opp. and qual. Business loan (referral to ML) PPC Merchant sold *Business bankcard Constant Credit Life Insurance referral CFC pressed and presented on teller line Wealth referral/qualified Outdoor clean up (must mark date) *Merchant sale *Met goals from prior week Investment Referral Life insurance Any loan (closed and funded) Auto loan (closed and funded) Retail bankcard HELOC (referral to ML) 100% Mystery Shop Financial Wellness discussion with client *105% Mystery Shop *HELOC closed and funded (for referring officer to ML) Auto loan referral HELOC (referred to ML) Outdoor clean up Business bankcard No over/short posted for prior week PPC ZERO posted over/short for whole week SBFI *SBFI *Financial Wellness set and referred to ML Unsecured loan Completed/submitted To Do plans by Fri *Business loan/referred to ML *PPC Loan application Merchant referral Auto Loan/referral Hit prior weeks goals! VOC (perfect score) No corrections for prior week Retail bankcard To Do plan sent by Friday Teller line CFC Investment referral (qual w/ opp) Constant Credit Wealth referral (qual w/opp) Merchant referral *Unsecured loan/closed and funded *Auto loan/closed and funded Invest. Referral w/ opp. and qual. Business loan (referral to ML) PPC Merchant sold *Business bankcard Constant Credit Life Insurance referral CFC pressed and presented on teller line Wealth referral/qualified Outdoor clean up (must mark date) *Merchant sale *Met goals from prior week Investment Referral Life insurance Any loan (closed and funded) Auto loan (closed and funded) Retail bankcard HELOC (referral to ML) 100% Mystery Shop
(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.
Financial Wellness discussion with client
*105% Mystery Shop
*HELOC closed and funded (for referring officer to ML)
Auto loan referral
HELOC (referred to ML)
Outdoor clean up
Business bankcard
No over/short posted for prior week
PPC
ZERO posted over/short for whole week
SBFI
*SBFI
*Financial Wellness set and referred to ML
Unsecured loan
Completed/submitted To Do plans by Fri
*Business loan/referred to ML
*PPC
Loan application
Merchant referral
Auto Loan/referral
Hit prior weeks goals!
VOC (perfect score)
No corrections for prior week
Retail bankcard
To Do plan sent by Friday
Teller line CFC
Investment referral (qual w/ opp)
Constant Credit
Wealth referral (qual w/opp)
Merchant referral
*Unsecured loan/closed and funded
*Auto loan/closed and funded
Invest. Referral w/ opp. and qual.
Business loan (referral to ML)
PPC
Merchant sold
*Business bankcard
Constant Credit
Life Insurance referral
CFC pressed and presented on teller line
Wealth referral/qualified
Outdoor clean up (must mark date)
*Merchant sale
*Met goals from prior week
Investment Referral
Life insurance
Any loan (closed and funded)
Auto loan (closed and funded)
Retail bankcard
HELOC (referral to ML)
100% Mystery Shop