Showed acustomerhow to save5 minutesUsedcustomer'sname twice in aconversation(Call My Name)I showed acustomerhow tosave $5Asked 2 goodquestions toidentify needs(DetectiveWork)Sold BillPay to acustomerSigned acustomerup for OptInI signed upforeStatementsSigned up anew OnlineBankingcustomerSigned acustomer upforeStatementsSold aproduct thecustomerdoesn't haveReferredsomeone toTrust &InvestmentsTalkedaboutbenefitsinstead ofproductsSMILEDObtained anemail addressfrom a currentcustomerSent a cross-sell letter as afollow up to aphoneconversationEscorted thecustomer (toanother office,waiting area,door, etc.)Introduced acustomer toanotheremployee(The Flip)Made a follow-up phone callto a potentialcustomerSold aStudentAccountSold asafetydepositboxGave mybusinesscard to acustomerAsked acustomer"What morecan I do foryou today?"Dress the partof a trustedfinancialexpert (AllDressed Up)Sent athankyou noteMade areferral toa lenderShowed acustomerhow to save5 minutesUsedcustomer'sname twice in aconversation(Call My Name)I showed acustomerhow tosave $5Asked 2 goodquestions toidentify needs(DetectiveWork)Sold BillPay to acustomerSigned acustomerup for OptInI signed upforeStatementsSigned up anew OnlineBankingcustomerSigned acustomer upforeStatementsSold aproduct thecustomerdoesn't haveReferredsomeone toTrust &InvestmentsTalkedaboutbenefitsinstead ofproductsSMILEDObtained anemail addressfrom a currentcustomerSent a cross-sell letter as afollow up to aphoneconversationEscorted thecustomer (toanother office,waiting area,door, etc.)Introduced acustomer toanotheremployee(The Flip)Made a follow-up phone callto a potentialcustomerSold aStudentAccountSold asafetydepositboxGave mybusinesscard to acustomerAsked acustomer"What morecan I do foryou today?"Dress the partof a trustedfinancialexpert (AllDressed Up)Sent athankyou noteMade areferral toa lender

BANKER 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. Showed a customer how to save 5 minutes
  2. Used customer's name twice in a conversation (Call My Name)
  3. I showed a customer how to save $5
  4. Asked 2 good questions to identify needs (Detective Work)
  5. Sold Bill Pay to a customer
  6. Signed a customer up for Opt In
  7. I signed up for eStatements
  8. Signed up a new Online Banking customer
  9. Signed a customer up for eStatements
  10. Sold a product the customer doesn't have
  11. Referred someone to Trust & Investments
  12. Talked about benefits instead of products
  13. SMILED
  14. Obtained an email address from a current customer
  15. Sent a cross-sell letter as a follow up to a phone conversation
  16. Escorted the customer (to another office, waiting area, door, etc.)
  17. Introduced a customer to another employee (The Flip)
  18. Made a follow-up phone call to a potential customer
  19. Sold a Student Account
  20. Sold a safety deposit box
  21. Gave my business card to a customer
  22. Asked a customer "What more can I do for you today?"
  23. Dress the part of a trusted financial expert (All Dressed Up)
  24. Sent a thank you note
  25. Made a referral to a lender