8 ClosedSolutionsMeet andGreet witha PeerDesk is100% Clearoff beforeyou leave!GiveFeedbackto PeerSit with 8Customers4/5 DaysRBPBPartnerRefferral5Mid-SessionReviewsWalkoverWhileWorkingHip2HipSet Apptfrom TellerReferral25 Dialsa Day 3/5DaysObserveBankerFollowingRoadmap100%CNAFilled outOn TrackforBronzeSit with 8Customers100%CustomizedSummary401KRolloverGenerateNewHouseholdHave aOne onOne(10-20min)CustomerDep/WithFilled out100%TOPBOX!Answer AllSOCR q'sfromChinoInsurancePartnerReferralTeenChecking(Not TellerReferral)1 CreditCardApproved8 ClosedSolutionsMeet andGreet witha PeerDesk is100% Clearoff beforeyou leave!GiveFeedbackto PeerSit with 8Customers4/5 DaysRBPBPartnerRefferral5Mid-SessionReviewsWalkoverWhileWorkingHip2HipSet Apptfrom TellerReferral25 Dialsa Day 3/5DaysObserveBankerFollowingRoadmap100%CNAFilled outOn TrackforBronzeSit with 8Customers100%CustomizedSummary401KRolloverGenerateNewHouseholdHave aOne onOne(10-20min)CustomerDep/WithFilled out100%TOPBOX!Answer AllSOCR q'sfromChinoInsurancePartnerReferralTeenChecking(Not TellerReferral)1 CreditCardApproved

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.


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