Talk to amerchantabout ourMerchantServicesAsk a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningWear a badgefor a day thatpromotes aproduct youcan referBring in atreat for theoffice toboostmorale!Make acustomerfollow-upcallHelp a co-worker byrole playingfor referralsTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationGetsomeone tosign up for E-statementsCome up witha promo ideafor office andco-ordinate itGet acustomer tofill out acredit cardapplicationTalk to acustomerabout ourFreedomClubsAdopt a buddyin the branchand have areferral contestfor the dayMake a productknowledge quizfor everyone totakeTalk to acustomerabout a ReadyMoney ODProtectionGet a customerto open aChristmas orVacationFreedom ClubGive apresentation ata sales meetingon a topic ofyour choiceSignsomeoneup for E-StatementsGo aboveandbeyond fora customerGivesomeone asincerecomplimentTalk to acustomerabout estateplanningTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesAsk a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningWear a badgefor a day thatpromotes aproduct youcan referBring in atreat for theoffice toboostmorale!Make acustomerfollow-upcallHelp a co-worker byrole playingfor referralsTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationGetsomeone tosign up for E-statementsCome up witha promo ideafor office andco-ordinate itGet acustomer tofill out acredit cardapplicationTalk to acustomerabout ourFreedomClubsAdopt a buddyin the branchand have areferral contestfor the dayMake a productknowledge quizfor everyone totakeTalk to acustomerabout a ReadyMoney ODProtectionGet a customerto open aChristmas orVacationFreedom ClubGive apresentation ata sales meetingon a topic ofyour choiceSignsomeoneup for E-StatementsGo aboveandbeyond fora customerGivesomeone asincerecomplimentTalk to acustomerabout estateplanningTalk to a customerwho has a HELOC about ourHomeownersAdvantage Card

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