I showed acustomerhow tosave $5Made a follow-up phone callto a potentialcustomerDress the partof a trustedfinancialexpert (AllDressed Up)Sent athankyou noteSent a cross-sell letter as afollow up to aphoneconversationAsked acustomer"What morecan I do foryou today?"Sold BillPay to acustomerGave mybusinesscard to acustomerSold aproduct thecustomerdoesn't haveMade areferral toa lenderObtained anemail addressfrom a currentcustomerUsedcustomer'sname twice in aconversation(Call My Name)Showed acustomerhow to save5 minutesSigned acustomerup for OptInSMILEDReferredsomeone toTrust &InvestmentsAsked 2 goodquestions toidentify needs(DetectiveWork)Sold asafetydepositboxI signed upforeStatementsIntroduced acustomer toanotheremployee(The Flip)Talkedaboutbenefitsinstead ofproductsEscorted thecustomer (toanother office,waiting area,door, etc.)Signed up anew OnlineBankingcustomerSold aStudentAccountSigned acustomer upforeStatementsI showed acustomerhow tosave $5Made a follow-up phone callto a potentialcustomerDress the partof a trustedfinancialexpert (AllDressed Up)Sent athankyou noteSent a cross-sell letter as afollow up to aphoneconversationAsked acustomer"What morecan I do foryou today?"Sold BillPay to acustomerGave mybusinesscard to acustomerSold aproduct thecustomerdoesn't haveMade areferral toa lenderObtained anemail addressfrom a currentcustomerUsedcustomer'sname twice in aconversation(Call My Name)Showed acustomerhow to save5 minutesSigned acustomerup for OptInSMILEDReferredsomeone toTrust &InvestmentsAsked 2 goodquestions toidentify needs(DetectiveWork)Sold asafetydepositboxI signed upforeStatementsIntroduced acustomer toanotheremployee(The Flip)Talkedaboutbenefitsinstead ofproductsEscorted thecustomer (toanother office,waiting area,door, etc.)Signed up anew OnlineBankingcustomerSold aStudentAccountSigned acustomer 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. I showed a customer how to save $5
  2. Made a follow-up phone call to a potential customer
  3. Dress the part of a trusted financial expert (All Dressed Up)
  4. Sent a thank you note
  5. Sent a cross-sell letter as a follow up to a phone conversation
  6. Asked a customer "What more can I do for you today?"
  7. Sold Bill Pay to a customer
  8. Gave my business card to a customer
  9. Sold a product the customer doesn't have
  10. Made a referral to a lender
  11. Obtained an email address from a current customer
  12. Used customer's name twice in a conversation (Call My Name)
  13. Showed a customer how to save 5 minutes
  14. Signed a customer up for Opt In
  15. SMILED
  16. Referred someone to Trust & Investments
  17. Asked 2 good questions to identify needs (Detective Work)
  18. Sold a safety deposit box
  19. I signed up for eStatements
  20. Introduced a customer to another employee (The Flip)
  21. Talked about benefits instead of products
  22. Escorted the customer (to another office, waiting area, door, etc.)
  23. Signed up a new Online Banking customer
  24. Sold a Student Account
  25. Signed a customer up for eStatements