Offer aFinancialReviewEngauge inan insuranceconversationReferralSentOfferOnlinebankingAsk aboutthe upcomingtravel plansNotes inAIM forprospectingreferralsAsk whereis the bestfish fryAsk whatare yourplans for theweekendReferralSentWalk aclient overto abankerReferralSentHand outa dogtreatAsk what isyour favoriteHaywardfestivalOfferMobilebankingAsk whatdo you dofor a livingHand out abusinesscard after aconversationThank aVet fortheirserviceOffer aCLC forOverdraftReferralSentFREEspot on aSNOWDAYReferralSentTell meaboutyourbusinessAsk aboutwhat thesummerproject isAsk whatis newwith thekidsOffer aFinancialReviewEngauge inan insuranceconversationReferralSentOfferOnlinebankingAsk aboutthe upcomingtravel plansNotes inAIM forprospectingreferralsAsk whereis the bestfish fryAsk whatare yourplans for theweekendReferralSentWalk aclient overto abankerReferralSentHand outa dogtreatAsk what isyour favoriteHaywardfestivalOfferMobilebankingAsk whatdo you dofor a livingHand out abusinesscard after aconversationThank aVet fortheirserviceOffer aCLC forOverdraftReferralSentFREEspot on aSNOWDAYReferralSentTell meaboutyourbusinessAsk aboutwhat thesummerproject isAsk whatis newwith thekids

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