Hand outa dogtreatNotes inAIM forprospectingreferralsEngauge inan insuranceconversationThank aVet fortheirserviceOffer aCLC forOverdraftAsk whatis newwith thekidsReferralSentAsk whereis the bestfish fryAsk whatdo you dofor a livingWalk aclient overto abankerReferralSentAsk aboutthe upcomingtravel plansAsk whatare yourplans for theweekendOffer aFinancialReviewReferralSentTell meaboutyourbusinessHand out abusinesscard after aconversationReferralSentOfferOnlinebankingAsk what isyour favoriteHaywardfestivalFREEspot on aSNOWDAYOfferMobilebankingAsk aboutwhat thesummerproject isReferralSentHand outa dogtreatNotes inAIM forprospectingreferralsEngauge inan insuranceconversationThank aVet fortheirserviceOffer aCLC forOverdraftAsk whatis newwith thekidsReferralSentAsk whereis the bestfish fryAsk whatdo you dofor a livingWalk aclient overto abankerReferralSentAsk aboutthe upcomingtravel plansAsk whatare yourplans for theweekendOffer aFinancialReviewReferralSentTell meaboutyourbusinessHand out abusinesscard after aconversationReferralSentOfferOnlinebankingAsk what isyour favoriteHaywardfestivalFREEspot on aSNOWDAYOfferMobilebankingAsk aboutwhat thesummerproject isReferralSent

JFG Client Service Specialist - 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. Hand out a dog treat
  2. Notes in AIM for prospecting referrals
  3. Engauge in an insurance conversation
  4. Thank a Vet for their service
  5. Offer a CLC for Overdraft
  6. Ask what is new with the kids
  7. Referral Sent
  8. Ask where is the best fish fry
  9. Ask what do you do for a living
  10. Walk a client over to a banker
  11. Referral Sent
  12. Ask about the up coming travel plans
  13. Ask what are your plans for the weekend
  14. Offer a Financial Review
  15. Referral Sent
  16. Tell me about your business
  17. Hand out a business card after a conversation
  18. Referral Sent
  19. Offer Online banking
  20. Ask what is your favorite Hayward festival
  21. FREE spot on a SNOW DAY
  22. Offer Mobile banking
  23. Ask about what the summer project is
  24. Referral Sent