Ask whatdo you dofor a livingOffer aFinancialReviewReferralSentWalk aclient overto abankerReferralSentFREEspot on aSNOWDAYAsk aboutwhat thesummerproject isEngauge inan insuranceconversationAsk whatare yourplans for theweekendNotes inAIM forprospectingreferralsHand outa dogtreatHand out abusinesscard after aconversationTell meaboutyourbusinessAsk whereis the bestfish fryReferralSentAsk aboutthe upcomingtravel plansOfferMobilebankingAsk whatis newwith thekidsReferralSentThank aVet fortheirserviceAsk what isyour favoriteHaywardfestivalOffer aCLC forOverdraftOfferOnlinebankingReferralSentAsk whatdo you dofor a livingOffer aFinancialReviewReferralSentWalk aclient overto abankerReferralSentFREEspot on aSNOWDAYAsk aboutwhat thesummerproject isEngauge inan insuranceconversationAsk whatare yourplans for theweekendNotes inAIM forprospectingreferralsHand outa dogtreatHand out abusinesscard after aconversationTell meaboutyourbusinessAsk whereis the bestfish fryReferralSentAsk aboutthe upcomingtravel plansOfferMobilebankingAsk whatis newwith thekidsReferralSentThank aVet fortheirserviceAsk what isyour favoriteHaywardfestivalOffer aCLC forOverdraftOfferOnlinebankingReferralSent

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