Signed acustomerup for OptInI showed acustomerhow tosave $5Sent athankyou noteAsked acustomer"What morecan I do foryou today?"Escorted thecustomer (toanother office,waiting area,door, etc.)Usedcustomer'sname twice in aconversation(Call My Name)Made areferral toa lenderSigned acustomer upforeStatementsSold aStudentAccountSold aproduct thecustomerdoesn't haveShowed acustomerhow to save5 minutesDress the partof a trustedfinancialexpert (AllDressed Up)Introduced acustomer toanotheremployee(The Flip)Sold BillPay to acustomerTalkedaboutbenefitsinstead ofproductsAsked 2 goodquestions toidentify needs(DetectiveWork)SMILEDSigned up anew OnlineBankingcustomerSold asafetydepositboxReferredsomeone toTrust &InvestmentsGave mybusinesscard to acustomerMade a follow-up phone callto a potentialcustomerI signed upforeStatementsObtained anemail addressfrom a currentcustomerSent a cross-sell letter as afollow up to aphoneconversationSigned acustomerup for OptInI showed acustomerhow tosave $5Sent athankyou noteAsked acustomer"What morecan I do foryou today?"Escorted thecustomer (toanother office,waiting area,door, etc.)Usedcustomer'sname twice in aconversation(Call My Name)Made areferral toa lenderSigned acustomer upforeStatementsSold aStudentAccountSold aproduct thecustomerdoesn't haveShowed acustomerhow to save5 minutesDress the partof a trustedfinancialexpert (AllDressed Up)Introduced acustomer toanotheremployee(The Flip)Sold BillPay to acustomerTalkedaboutbenefitsinstead ofproductsAsked 2 goodquestions toidentify needs(DetectiveWork)SMILEDSigned up anew OnlineBankingcustomerSold asafetydepositboxReferredsomeone toTrust &InvestmentsGave mybusinesscard to acustomerMade a follow-up phone callto a potentialcustomerI signed upforeStatementsObtained anemail addressfrom a currentcustomerSent a cross-sell letter as afollow up to aphoneconversation

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