On TrackforBronzeRBPBPartnerRefferralWalkoverWhileWorkingHip2Hip25 Dialsa Day 3/5DaysInsurancePartnerReferralTeenChecking(Not TellerReferral)CustomerDep/WithFilled out100%Desk is100% Clearoff beforeyou leave!Answer AllSOCR q'sfromChinoHave aOne onOne(10-20min)Meet andGreet witha PeerSit with 8CustomersObserveBankerFollowingRoadmap5Mid-SessionReviewsGenerateNewHousehold8 ClosedSolutions100%CNAFilled out1 CreditCardApprovedTOPBOX!Sit with 8Customers4/5 DaysSet Apptfrom TellerReferral100%CustomizedSummary401KRolloverGiveFeedbackto PeerOn TrackforBronzeRBPBPartnerRefferralWalkoverWhileWorkingHip2Hip25 Dialsa Day 3/5DaysInsurancePartnerReferralTeenChecking(Not TellerReferral)CustomerDep/WithFilled out100%Desk is100% Clearoff beforeyou leave!Answer AllSOCR q'sfromChinoHave aOne onOne(10-20min)Meet andGreet witha PeerSit with 8CustomersObserveBankerFollowingRoadmap5Mid-SessionReviewsGenerateNewHousehold8 ClosedSolutions100%CNAFilled out1 CreditCardApprovedTOPBOX!Sit with 8Customers4/5 DaysSet Apptfrom TellerReferral100%CustomizedSummary401KRolloverGiveFeedbackto Peer

JANUARY WEEK ONE - 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. On Track for Bronze
  2. RBPB Partner Refferral
  3. Walkover While Working Hip2Hip
  4. 25 Dials a Day 3/5 Days
  5. Insurance Partner Referral
  6. Teen Checking (Not Teller Referral)
  7. Customer Dep/With Filled out 100%
  8. Desk is 100% Clear off before you leave!
  9. Answer All SOCR q's from Chino
  10. Have a One on One (10-20min)
  11. Meet and Greet with a Peer
  12. Sit with 8 Customers
  13. Observe Banker Following Roadmap
  14. 5 Mid-Session Reviews
  15. Generate New Household
  16. 8 Closed Solutions
  17. 100% CNA Filled out
  18. 1 Credit Card Approved
  19. TOP BOX!
  20. Sit with 8 Customers 4/5 Days
  21. Set Appt from Teller Referral
  22. 100% Customized Summary
  23. 401K Rollover
  24. Give Feedback to Peer