Talk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationGo aboveandbeyond fora customerGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupTalk to acustomerabout estateplanningMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsSignsomeoneup for E-statementsMake acustomerfollow-upcallGetsomeone tosign up for e-statementsTalk to acustomerabout ourFreedomClubsTalk to acustomerabout atReady MoneyOD protectionMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGet acustomer tofill out acredit cardapplicationmake a productknowledge quizfor everyone totakeGetsomeone tosign up for e-statementsGivesomeone asincerecomplementTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationGo aboveandbeyond fora customerGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsAsk customerif they areinterested in afinancialcheckupTalk to acustomerabout estateplanningMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsSignsomeoneup for E-statementsMake acustomerfollow-upcallGetsomeone tosign up for e-statementsTalk to acustomerabout ourFreedomClubsTalk to acustomerabout atReady MoneyOD protectionMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGet acustomer tofill out acredit cardapplicationmake a productknowledge quizfor everyone totakeGetsomeone tosign up for e-statementsGivesomeone asincerecomplement

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