Make a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGive apresentation ata sales meetingon topic of yourchoiceMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statementsGet acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to amerchantabout ourMerchantServicesGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsWear a badgefor a day thatpromotes aproduct youcan referGivesomeone asincerecomplementGetsomeone tosign up for e-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-statementsGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupmake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanningTalk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutthe benefits ofVantageCheckingMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGive apresentation ata sales meetingon topic of yourchoiceMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statementsGet acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to amerchantabout ourMerchantServicesGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsWear a badgefor a day thatpromotes aproduct youcan referGivesomeone asincerecomplementGetsomeone tosign up for e-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-statementsGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupmake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanningTalk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutthe benefits ofVantageChecking

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