Talk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout estateplanningmake a productknowledge quizfor everyone totakeGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutChristmas orVacationFreedom ClubHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplementTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGet acustomer tofill out acredit cardapplicationWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-statementsGive apresentation ata sales meetingon topic of yourchoiceMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckupAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for e-statementsTalk to acustomer aboutthe benefits ofVantageCheckingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardMake acustomerfollow-upcallTalk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout estateplanningmake a productknowledge quizfor everyone totakeGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutChristmas orVacationFreedom ClubHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplementTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGet acustomer tofill out acredit cardapplicationWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-statementsGive apresentation ata sales meetingon topic of yourchoiceMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckupAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for e-statementsTalk to acustomer aboutthe benefits ofVantageCheckingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardMake acustomerfollow-upcall

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