Asked acustomer"What morecan I do foryou today?"I signed upforeStatementsSigned acustomer upforeStatementsSent athankyou noteSold aStudentAccountMade areferral toa lenderDress the partof a trustedfinancialexpert (AllDressed Up)Signed up anew OnlineBankingcustomerI showed acustomerhow tosave $5Introduced acustomer toanotheremployee(The Flip)Asked 2 goodquestions toidentify needs(DetectiveWork)Gave mybusinesscard to acustomerEscorted thecustomer (toanother office,waiting area,door, etc.)Signed acustomerup for OptInObtained anemail addressfrom a currentcustomerSold asafetydepositboxShowed acustomerhow to save5 minutesSent a cross-sell letter as afollow up to aphoneconversationUsedcustomer'sname twice in aconversation(Call My Name)Sold BillPay to acustomerSold aproduct thecustomerdoesn't haveReferredsomeone toTrust &InvestmentsTalkedaboutbenefitsinstead ofproductsMade a follow-up phone callto a potentialcustomerSMILEDAsked acustomer"What morecan I do foryou today?"I signed upforeStatementsSigned acustomer upforeStatementsSent athankyou noteSold aStudentAccountMade areferral toa lenderDress the partof a trustedfinancialexpert (AllDressed Up)Signed up anew OnlineBankingcustomerI showed acustomerhow tosave $5Introduced acustomer toanotheremployee(The Flip)Asked 2 goodquestions toidentify needs(DetectiveWork)Gave mybusinesscard to acustomerEscorted thecustomer (toanother office,waiting area,door, etc.)Signed acustomerup for OptInObtained anemail addressfrom a currentcustomerSold asafetydepositboxShowed acustomerhow to save5 minutesSent a cross-sell letter as afollow up to aphoneconversationUsedcustomer'sname twice in aconversation(Call My Name)Sold BillPay to acustomerSold aproduct thecustomerdoesn't haveReferredsomeone toTrust &InvestmentsTalkedaboutbenefitsinstead ofproductsMade a follow-up phone callto a potentialcustomerSMILED

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