Ask whatis newwith thekidsReferralSentReferralSentWalk aclient overto abankerHand out abusinesscard after aconversationTell meaboutyourbusinessThank aVet fortheirserviceAsk aboutwhat thesummerproject isOffer aCLC forOverdraftFREEspot on aSNOWDAYOfferMobilebankingAsk aboutthe upcomingtravel plansHand outa dogtreatAsk whatdo you dofor a livingEngauge inan insuranceconversationReferralSentAsk what isyour favoriteHaywardfestivalReferralSentOffer aFinancialReviewAsk whatare yourplans for theweekendNotes inAIM forprospectingreferralsAsk whereis the bestfish fryOfferOnlinebankingReferralSentAsk whatis newwith thekidsReferralSentReferralSentWalk aclient overto abankerHand out abusinesscard after aconversationTell meaboutyourbusinessThank aVet fortheirserviceAsk aboutwhat thesummerproject isOffer aCLC forOverdraftFREEspot on aSNOWDAYOfferMobilebankingAsk aboutthe upcomingtravel plansHand outa dogtreatAsk whatdo you dofor a livingEngauge inan insuranceconversationReferralSentAsk what isyour favoriteHaywardfestivalReferralSentOffer aFinancialReviewAsk whatare yourplans for theweekendNotes inAIM forprospectingreferralsAsk whereis the bestfish fryOfferOnlinebankingReferralSent

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