Talk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! Maybesomethingchocolateperhapsmake a productknowledge quizfor everyone totakeGet acredit cardapplicationGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubGivesomeone asincerecomplementMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to amerchantabout ourMerchantServicesAsk customerif they areinterested in afinancialcheckupTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardWear a badgefor a day thatpromotes aproduct youcan referAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsMake acustomerfollow-upcallSignsomeoneup for E-statementsGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout estateplanningGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! Maybesomethingchocolateperhapsmake a productknowledge quizfor everyone totakeGet acredit cardapplicationGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubGivesomeone asincerecomplementMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to amerchantabout ourMerchantServicesAsk customerif they areinterested in afinancialcheckupTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardWear a badgefor a day thatpromotes aproduct youcan referAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsMake acustomerfollow-upcallSignsomeoneup for E-statementsGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout estateplanningGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingGo aboveandbeyond fora customerGetsomeone tosign up for e-statements

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