Signed up anew OnlineBankingcustomerI showed acustomerhow tosave $5Sold BillPay to acustomerSent athankyou noteReferredsomeone toTrust &InvestmentsAsked 2 goodquestions toidentify needs(DetectiveWork)Showed acustomerhow to save5 minutesTalkedaboutbenefitsinstead ofproductsSent a cross-sell letter as afollow up to aphoneconversationIntroduced acustomer toanotheremployee(The Flip)Made areferral toa lenderI signed upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)Made a follow-up phone callto a potentialcustomerSold aproduct thecustomerdoesn't haveSold aStudentAccountSold asafetydepositboxSigned acustomer upforeStatementsDress the partof a trustedfinancialexpert (AllDressed Up)Obtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerSMILEDAsked acustomer"What morecan I do foryou today?"Signed acustomerup for OptInEscorted thecustomer (toanother office,waiting area,door, etc.)Signed up anew OnlineBankingcustomerI showed acustomerhow tosave $5Sold BillPay to acustomerSent athankyou noteReferredsomeone toTrust &InvestmentsAsked 2 goodquestions toidentify needs(DetectiveWork)Showed acustomerhow to save5 minutesTalkedaboutbenefitsinstead ofproductsSent a cross-sell letter as afollow up to aphoneconversationIntroduced acustomer toanotheremployee(The Flip)Made areferral toa lenderI signed upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)Made a follow-up phone callto a potentialcustomerSold aproduct thecustomerdoesn't haveSold aStudentAccountSold asafetydepositboxSigned acustomer upforeStatementsDress the partof a trustedfinancialexpert (AllDressed Up)Obtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerSMILEDAsked acustomer"What morecan I do foryou today?"Signed acustomerup for OptInEscorted thecustomer (toanother office,waiting area,door, etc.)

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