Go aboveandbeyond fora customerSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to acustomer aboutChristmas orVacationFreedom ClubGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsGetsomeone tosign up for e-statementsGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to amerchantabout ourMerchantServicesWear a badgefor a day thatpromotes aproduct youcan referMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGo aboveandbeyond fora customerSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to acustomer aboutChristmas orVacationFreedom ClubGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsGetsomeone tosign up for e-statementsGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to amerchantabout ourMerchantServicesWear a badgefor a day thatpromotes aproduct youcan referMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage Card

REFERRAL BINGO - 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. Go above and beyond for a customer
  2. Sign someone up for E-statements
  3. Get someone to sign up for e-statements
  4. Ask customer if they are interested in a financial checkup
  5. Adopt a buddy in the branch and have a referral contest for the day
  6. Talk to a customer about the benefits of Vantage Checking
  7. Get a credit card application
  8. Talk to a customer about Christmas or Vacation Freedom Club
  9. Give a presentation at a sales meeting on topic of your choice
  10. Talk to a customer about at Ready Money OD protection
  11. Talk to a customer about our Freedom Clubs
  12. Talk to a customer about estate planning
  13. Get someone to sign up for e-statements
  14. Make a treat for the office to boost morale! Maybe somethingchocolate perhaps
  15. Get a customer to fill out a credit card application
  16. Help a co-worker by role playing for referrals
  17. Get someone to sign up for e-statements
  18. Give someone a sincere complement
  19. make a product knowledge quiz for everyone to take
  20. Talk to a merchant about our Merchant Services
  21. Wear a badge for a day that promotes a product you can refer
  22. Make a call to a friend or customer that you know may be willing to talk to Matt about financial planing
  23. Make a customer follow-up call
  24. Talk to a customer who has a HE LOC about our Homeowners Advantage Card