Givesomeone asincerecomplementTalk to acustomerabout estateplanningGet acredit cardapplicationGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsHelp a co-worker byrole playingfor referralsTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationTalk to acustomerabout ourFreedomClubsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingSignsomeoneup for E-statementsmake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallGetsomeone tosign up for e-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingAdopt a buddyin the branchand have areferral contestfor the dayGive apresentation ata sales meetingon topic of yourchoiceTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckupGivesomeone asincerecomplementTalk to acustomerabout estateplanningGet acredit cardapplicationGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsHelp a co-worker byrole playingfor referralsTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationTalk to acustomerabout ourFreedomClubsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingSignsomeoneup for E-statementsmake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallGetsomeone tosign up for e-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingAdopt a buddyin the branchand have areferral contestfor the dayGive apresentation ata sales meetingon topic of yourchoiceTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckup

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