SMILEDShowed acustomerhow to save5 minutesObtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerTalkedaboutbenefitsinstead ofproductsSold aproduct thecustomerdoesn't haveAsked 2 goodquestions toidentify needs(DetectiveWork)Made a follow-up phone callto a potentialcustomerSigned acustomerup for OptInI showed acustomerhow tosave $5Asked acustomer"What morecan I do foryou today?"Made areferral toa lenderIntroduced acustomer toanotheremployee(The Flip)Escorted thecustomer (toanother office,waiting area,door, etc.)Dress the partof a trustedfinancialexpert (AllDressed Up)Sold aStudentAccountSold BillPay to acustomerSigned up anew OnlineBankingcustomerSent athankyou noteReferredsomeone toTrust &InvestmentsSold asafetydepositboxSent a cross-sell letter as afollow up to aphoneconversationI signed upforeStatementsSigned acustomer upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)SMILEDShowed acustomerhow to save5 minutesObtained anemail addressfrom a currentcustomerGave mybusinesscard to acustomerTalkedaboutbenefitsinstead ofproductsSold aproduct thecustomerdoesn't haveAsked 2 goodquestions toidentify needs(DetectiveWork)Made a follow-up phone callto a potentialcustomerSigned acustomerup for OptInI showed acustomerhow tosave $5Asked acustomer"What morecan I do foryou today?"Made areferral toa lenderIntroduced acustomer toanotheremployee(The Flip)Escorted thecustomer (toanother office,waiting area,door, etc.)Dress the partof a trustedfinancialexpert (AllDressed Up)Sold aStudentAccountSold BillPay to acustomerSigned up anew OnlineBankingcustomerSent athankyou noteReferredsomeone toTrust &InvestmentsSold asafetydepositboxSent a cross-sell letter as afollow up to aphoneconversationI signed upforeStatementsSigned acustomer upforeStatementsUsedcustomer'sname twice in aconversation(Call My Name)

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