Signsomeoneup for E-StatementsBring in atreat for theoffice toboostmorale!Talk to acustomerabout ourFreedomClubsTalk to acustomerabout a ReadyMoney ODProtectionCome up witha promo ideafor office andco-ordinate itGive apresentation ata sales meetingon a topic ofyour choiceGo aboveandbeyond fora customerSignsomeoneup for E-StatementsHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentMake acustomerfollow-upcallGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationAsk a customerif they areinterested in aFinancialCheckup withMattGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningMake a productknowledge quizfor everyone totakeTalk to acustomer aboutthe benefits ofVantageCheckingAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for E-statementsWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-StatementsBring in atreat for theoffice toboostmorale!Talk to acustomerabout ourFreedomClubsTalk to acustomerabout a ReadyMoney ODProtectionCome up witha promo ideafor office andco-ordinate itGive apresentation ata sales meetingon a topic ofyour choiceGo aboveandbeyond fora customerSignsomeoneup for E-StatementsHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentMake acustomerfollow-upcallGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationAsk a customerif they areinterested in aFinancialCheckup withMattGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningMake a productknowledge quizfor everyone totakeTalk to acustomer aboutthe benefits ofVantageCheckingAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for E-statementsWear a badgefor a day thatpromotes aproduct youcan refer

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