Ask aboutthe upcomingtravel plansReferralSentOfferOnlinebankingEngauge inan insuranceconversationWalk aclient overto abankerTell meaboutyourbusinessFREEspot on aSNOWDAYAsk whatis newwith thekidsReferralSentReferralSentOfferMobilebankingOffer aCLC forOverdraftThank aVet fortheirserviceOffer aFinancialReviewReferralSentHand out abusinesscard after aconversationHand outa dogtreatAsk aboutwhat thesummerproject isAsk what isyour favoriteHaywardfestivalReferralSentAsk whatare yourplans for theweekendAsk whereis the bestfish fryNotes inAIM forprospectingreferralsAsk whatdo you dofor a livingAsk aboutthe upcomingtravel plansReferralSentOfferOnlinebankingEngauge inan insuranceconversationWalk aclient overto abankerTell meaboutyourbusinessFREEspot on aSNOWDAYAsk whatis newwith thekidsReferralSentReferralSentOfferMobilebankingOffer aCLC forOverdraftThank aVet fortheirserviceOffer aFinancialReviewReferralSentHand out abusinesscard after aconversationHand outa dogtreatAsk aboutwhat thesummerproject isAsk what isyour favoriteHaywardfestivalReferralSentAsk whatare yourplans for theweekendAsk whereis the bestfish fryNotes inAIM forprospectingreferralsAsk whatdo you dofor a living

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