I showed acustomerhow tosave $5Made areferral toa lenderTalkedaboutbenefitsinstead ofproductsSold aproduct thecustomerdoesn't haveObtained anemail addressfrom a currentcustomerSent athankyou noteSigned acustomerup for OptInI signed upforeStatementsMade a follow-up phone callto a potentialcustomerAsked acustomer"What morecan I do foryou today?"Asked 2 goodquestions toidentify needs(DetectiveWork)Signed up anew OnlineBankingcustomerDress the partof a trustedfinancialexpert (AllDressed Up)Referredsomeone toTrust &InvestmentsSold aStudentAccountSold asafetydepositboxGave mybusinesscard to acustomerSigned acustomer upforeStatementsShowed acustomerhow to save5 minutesIntroduced acustomer toanotheremployee(The Flip)Usedcustomer'sname twice in aconversation(Call My Name)SMILEDEscorted thecustomer (toanother office,waiting area,door, etc.)Sent a cross-sell letter as afollow up to aphoneconversationSold BillPay to acustomerI showed acustomerhow tosave $5Made areferral toa lenderTalkedaboutbenefitsinstead ofproductsSold aproduct thecustomerdoesn't haveObtained anemail addressfrom a currentcustomerSent athankyou noteSigned acustomerup for OptInI signed upforeStatementsMade a follow-up phone callto a potentialcustomerAsked acustomer"What morecan I do foryou today?"Asked 2 goodquestions toidentify needs(DetectiveWork)Signed up anew OnlineBankingcustomerDress the partof a trustedfinancialexpert (AllDressed Up)Referredsomeone toTrust &InvestmentsSold aStudentAccountSold asafetydepositboxGave mybusinesscard to acustomerSigned acustomer upforeStatementsShowed acustomerhow to save5 minutesIntroduced acustomer toanotheremployee(The Flip)Usedcustomer'sname twice in aconversation(Call My Name)SMILEDEscorted thecustomer (toanother office,waiting area,door, etc.)Sent a cross-sell letter as afollow up to aphoneconversationSold BillPay to acustomer

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