Obtained anemail addressfrom a currentcustomerDress the partof a trustedfinancialexpert (AllDressed Up)SMILEDGave mybusinesscard to acustomerSold aStudentAccountEscorted thecustomer (toanother office,waiting area,door, etc.)I signed upforeStatementsTalkedaboutbenefitsinstead ofproductsSigned up anew OnlineBankingcustomerI showed acustomerhow tosave $5Sent a cross-sell letter as afollow up to aphoneconversationSigned acustomer upforeStatementsMade a follow-up phone callto a potentialcustomerIntroduced acustomer toanotheremployee(The Flip)Sold asafetydepositboxMade areferral toa lenderSold BillPay to acustomerAsked acustomer"What morecan I do foryou today?"Sent athankyou noteReferredsomeone toTrust &InvestmentsUsedcustomer'sname twice in aconversation(Call My Name)Asked 2 goodquestions toidentify needs(DetectiveWork)Sold aproduct thecustomerdoesn't haveSigned acustomerup for OptInShowed acustomerhow to save5 minutesObtained anemail addressfrom a currentcustomerDress the partof a trustedfinancialexpert (AllDressed Up)SMILEDGave mybusinesscard to acustomerSold aStudentAccountEscorted thecustomer (toanother office,waiting area,door, etc.)I signed upforeStatementsTalkedaboutbenefitsinstead ofproductsSigned up anew OnlineBankingcustomerI showed acustomerhow tosave $5Sent a cross-sell letter as afollow up to aphoneconversationSigned acustomer upforeStatementsMade a follow-up phone callto a potentialcustomerIntroduced acustomer toanotheremployee(The Flip)Sold asafetydepositboxMade areferral toa lenderSold BillPay to acustomerAsked acustomer"What morecan I do foryou today?"Sent athankyou noteReferredsomeone toTrust &InvestmentsUsedcustomer'sname twice in aconversation(Call My Name)Asked 2 goodquestions toidentify needs(DetectiveWork)Sold aproduct thecustomerdoesn't haveSigned acustomerup for OptInShowed acustomerhow to save5 minutes

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. Obtained an email address from a current customer
  2. Dress the part of a trusted financial expert (All Dressed Up)
  3. SMILED
  4. Gave my business card to a customer
  5. Sold a Student Account
  6. Escorted the customer (to another office, waiting area, door, etc.)
  7. I signed up for eStatements
  8. Talked about benefits instead of products
  9. Signed up a new Online Banking customer
  10. I showed a customer how to save $5
  11. Sent a cross-sell letter as a follow up to a phone conversation
  12. Signed a customer up for eStatements
  13. Made a follow-up phone call to a potential customer
  14. Introduced a customer to another employee (The Flip)
  15. Sold a safety deposit box
  16. Made a referral to a lender
  17. Sold Bill Pay to a customer
  18. Asked a customer "What more can I do for you today?"
  19. Sent a thank you note
  20. Referred someone to Trust & Investments
  21. Used customer's name twice in a conversation (Call My Name)
  22. Asked 2 good questions to identify needs (Detective Work)
  23. Sold a product the customer doesn't have
  24. Signed a customer up for Opt In
  25. Showed a customer how to save 5 minutes