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