FlowsChecklistKYCOpportunitiesBSTReferralsSalesforceSnowTAOReviewMatrixPipelineOffsiteCreditCardClayBCEComplianceCollaborationSupportStaffFluLoanIQPACECRWVacationTigerServiceRequestSignatureCardBeneficialOwnerPrivacyResourceCentralAgendaBenefitsSourceofWealthExpensesFlowsChecklistKYCOpportunitiesBSTReferralsSalesforceSnowTAOReviewMatrixPipelineOffsiteCreditCardClayBCEComplianceCollaborationSupportStaffFluLoanIQPACECRWVacationTigerServiceRequestSignatureCardBeneficialOwnerPrivacyResourceCentralAgendaBenefitsSourceofWealthExpenses

Private Banking Associate Meeting - 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. Flows
  2. Checklist
  3. KYC
  4. Opportunities
  5. BST
  6. Referrals
  7. Salesforce
  8. Snow
  9. TAO
  10. Review
  11. Matrix
  12. Pipeline
  13. Offsite
  14. Credit Card
  15. Clay
  16. BCE
  17. Compliance
  18. Collaboration
  19. Support Staff
  20. Flu
  21. LoanIQ
  22. PACE
  23. CRW
  24. Vacation
  25. Tiger
  26. Service Request
  27. Signature Card
  28. Beneficial Owner
  29. Privacy
  30. Resource Central
  31. Agenda
  32. Benefits
  33. Source of Wealth
  34. Expenses