Signsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionMake a productknowledge quizfor everyone totakeGo aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGive apresentation ata sales meetingon a topic ofyour choiceGet a customerto open aChristmas orVacationFreedom ClubGet acredit cardapplicationMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesTalk to acustomerabout ourFreedomClubsGivesomeone asincerecomplimentTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referCome up witha promo ideafor office andco-ordinate itGetsomeone tosign up for E-statementsHelp a co-worker byrole playingfor referralsSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationAsk a customerif they areinterested in aFinancialCheckup withMattTalk to acustomer aboutthe benefits ofVantageCheckingAdopt a buddyin the branchand have areferral contestfor the dayBring in atreat for theoffice toboostmorale!Signsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionMake a productknowledge quizfor everyone totakeGo aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGive apresentation ata sales meetingon a topic ofyour choiceGet a customerto open aChristmas orVacationFreedom ClubGet acredit cardapplicationMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesTalk to acustomerabout ourFreedomClubsGivesomeone asincerecomplimentTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referCome up witha promo ideafor office andco-ordinate itGetsomeone tosign up for E-statementsHelp a co-worker byrole playingfor referralsSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationAsk a customerif they areinterested in aFinancialCheckup withMattTalk to acustomer aboutthe benefits ofVantageCheckingAdopt a buddyin the branchand have areferral contestfor the dayBring in atreat for theoffice toboostmorale!

REFERRAL BINGO - 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. Sign someone up for E-Statements
  2. Talk to a customer about a Ready Money OD Protection
  3. Make a product knowledge quiz for everyone to take
  4. Go above and beyond for a customer
  5. Make a call to a freind or customer that you know may be willing to talk to Matt about financial planning
  6. Give a presentation at a sales meeting on a topic of your choice
  7. Get a customer to open a Christmas or Vacation Freedom Club
  8. Get a credit card application
  9. Make a customer follow-up call
  10. Talk to a customer who has a HE LOC about our Homeowners Advantage Card
  11. Talk to a merchant about our Merchant Services
  12. Talk to a customer about our Freedom Clubs
  13. Give someone a sincere compliment
  14. Talk to a customer about estate planning
  15. Wear a badge for a day that promotes a product you can refer
  16. Come up with a promo idea for office and co-ordinate it
  17. Get someone to sign up for E-statements
  18. Help a co-worker by role playing for referrals
  19. Sign someone up for E-Statements
  20. Get a customer to fill out a credit card application
  21. Ask a customer if they are interested in a Financial Checkup with Matt
  22. Talk to a customer about the benefits of Vantage Checking
  23. Adopt a buddy in the branch and have a referral contest for the day
  24. Bring in a treat for the office to boost morale!