Ask aboutthe upcomingtravel plansEngauge inan insuranceconversationFREEspot on aSNOWDAYReferralSentHand outa dogtreatAsk what isyour favoriteHaywardfestivalAsk aboutwhat thesummerproject isReferralSentOffer aCLC forOverdraftAsk whatare yourplans for theweekendTell meaboutyourbusinessAsk whatdo you dofor a livingHand out abusinesscard after aconversationOfferOnlinebankingAsk whatis newwith thekidsAsk whereis the bestfish fryReferralSentThank aVet fortheirserviceWalk aclient overto abankerReferralSentNotes inAIM forprospectingreferralsReferralSentOffer aFinancialReviewOfferMobilebankingAsk aboutthe upcomingtravel plansEngauge inan insuranceconversationFREEspot on aSNOWDAYReferralSentHand outa dogtreatAsk what isyour favoriteHaywardfestivalAsk aboutwhat thesummerproject isReferralSentOffer aCLC forOverdraftAsk whatare yourplans for theweekendTell meaboutyourbusinessAsk whatdo you dofor a livingHand out abusinesscard after aconversationOfferOnlinebankingAsk whatis newwith thekidsAsk whereis the bestfish fryReferralSentThank aVet fortheirserviceWalk aclient overto abankerReferralSentNotes inAIM forprospectingreferralsReferralSentOffer aFinancialReviewOfferMobilebanking

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