Usedcustomer'sname twice in aconversation(Call My Name)Obtained anemail addressfrom a currentcustomerIntroduced acustomer toanotheremployee(The Flip)Dress the partof a trustedfinancialexpert (AllDressed Up)Asked 2 goodquestions toidentify needs(DetectiveWork)Sold asafetydepositboxReferredsomeone toTrust &InvestmentsSent athankyou noteEscorted thecustomer (toanother office,waiting area,door, etc.)Sold BillPay to acustomerSold aproduct thecustomerdoesn't haveTalkedaboutbenefitsinstead ofproductsI showed acustomerhow tosave $5Signed up anew OnlineBankingcustomerSigned acustomer upforeStatementsAsked acustomer"What morecan I do foryou today?"Showed acustomerhow to save5 minutesSMILEDSent a cross-sell letter as afollow up to aphoneconversationGave mybusinesscard to acustomerMade areferral toa lenderSold aStudentAccountSigned acustomerup for OptInMade a follow-up phone callto a potentialcustomerI signed upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)Obtained anemail addressfrom a currentcustomerIntroduced acustomer toanotheremployee(The Flip)Dress the partof a trustedfinancialexpert (AllDressed Up)Asked 2 goodquestions toidentify needs(DetectiveWork)Sold asafetydepositboxReferredsomeone toTrust &InvestmentsSent athankyou noteEscorted thecustomer (toanother office,waiting area,door, etc.)Sold BillPay to acustomerSold aproduct thecustomerdoesn't haveTalkedaboutbenefitsinstead ofproductsI showed acustomerhow tosave $5Signed up anew OnlineBankingcustomerSigned acustomer upforeStatementsAsked acustomer"What morecan I do foryou today?"Showed acustomerhow to save5 minutesSMILEDSent a cross-sell letter as afollow up to aphoneconversationGave mybusinesscard to acustomerMade areferral toa lenderSold aStudentAccountSigned acustomerup for OptInMade a follow-up phone callto a potentialcustomerI signed upforeStatements

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