Dress the partof a trustedfinancialexpert (AllDressed Up)SMILEDAsked 2 goodquestions toidentify needs(DetectiveWork)Escorted thecustomer (toanother office,waiting area,door, etc.)Obtained anemail addressfrom a currentcustomerSent athankyou noteSold asafetydepositboxShowed acustomerhow to save5 minutesI showed acustomerhow tosave $5Gave mybusinesscard to acustomerReferredsomeone toTrust &InvestmentsSigned acustomerup for OptInSold BillPay to acustomerTalkedaboutbenefitsinstead ofproductsSold aStudentAccountSigned up anew OnlineBankingcustomerMade areferral toa lenderSigned acustomer upforeStatementsAsked acustomer"What morecan I do foryou today?"Made a follow-up phone callto a potentialcustomerSold aproduct thecustomerdoesn't haveSent a cross-sell letter as afollow up to aphoneconversationI signed upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)Introduced acustomer toanotheremployee(The Flip)Dress the partof a trustedfinancialexpert (AllDressed Up)SMILEDAsked 2 goodquestions toidentify needs(DetectiveWork)Escorted thecustomer (toanother office,waiting area,door, etc.)Obtained anemail addressfrom a currentcustomerSent athankyou noteSold asafetydepositboxShowed acustomerhow to save5 minutesI showed acustomerhow tosave $5Gave mybusinesscard to acustomerReferredsomeone toTrust &InvestmentsSigned acustomerup for OptInSold BillPay to acustomerTalkedaboutbenefitsinstead ofproductsSold aStudentAccountSigned up anew OnlineBankingcustomerMade areferral toa lenderSigned acustomer upforeStatementsAsked acustomer"What morecan I do foryou today?"Made a follow-up phone callto a potentialcustomerSold aproduct thecustomerdoesn't haveSent a cross-sell letter as afollow up to aphoneconversationI signed upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)Introduced acustomer toanotheremployee(The Flip)

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