Referredsomeone toTrust &InvestmentsSMILEDSent a cross-sell letter as afollow up to aphoneconversationSold aproduct thecustomerdoesn't haveSold asafetydepositboxEscorted thecustomer (toanother office,waiting area,door, etc.)Asked acustomer"What morecan I do foryou today?"Sold aStudentAccountDress the partof a trustedfinancialexpert (AllDressed Up)Signed up anew OnlineBankingcustomerSigned acustomerup for OptInObtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerUsedcustomer'sname twice in aconversation(Call My Name)Signed acustomer upforeStatementsI showed acustomerhow tosave $5Sold BillPay to acustomerIntroduced acustomer toanotheremployee(The Flip)Made areferral toa lenderSent athankyou noteTalkedaboutbenefitsinstead ofproductsShowed acustomerhow to save5 minutesI signed upforeStatementsAsked 2 goodquestions toidentify needs(DetectiveWork)Made a follow-up phone callto a potentialcustomerReferredsomeone toTrust &InvestmentsSMILEDSent a cross-sell letter as afollow up to aphoneconversationSold aproduct thecustomerdoesn't haveSold asafetydepositboxEscorted thecustomer (toanother office,waiting area,door, etc.)Asked acustomer"What morecan I do foryou today?"Sold aStudentAccountDress the partof a trustedfinancialexpert (AllDressed Up)Signed up anew OnlineBankingcustomerSigned acustomerup for OptInObtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerUsedcustomer'sname twice in aconversation(Call My Name)Signed acustomer upforeStatementsI showed acustomerhow tosave $5Sold BillPay to acustomerIntroduced acustomer toanotheremployee(The Flip)Made areferral toa lenderSent athankyou noteTalkedaboutbenefitsinstead ofproductsShowed acustomerhow to save5 minutesI signed upforeStatementsAsked 2 goodquestions toidentify needs(DetectiveWork)Made a follow-up phone callto a potentialcustomer

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