Send at least 3 Thank you Cards to clients/prospects Cross-sell credit card with existing client Cross-sell treasury service to new client No short clear on loan Investment Referral Help another colleague Take a client to lunch TMOS Entry FX referral Business Credit Card Booked Cross-sell treasury service to existing client Cross-sell credit card with existing client Business Credit Card Booked Cross-sell treasury service to new client Mortgage Referral Personal credit card booked Did something nice for colleague for no reason Resolve an Online Banking Issue Cross-sell treasury service to existing client Clear at least 3 items off of DARS Report Ask a client for a referral Personal credit card booked Cross-sell at least 4 opportunities to one client Clear past due report or cleared by week end Send at least 3 Thank you Cards to clients/prospects Cross-sell credit card with existing client Cross-sell treasury service to new client No short clear on loan Investment Referral Help another colleague Take a client to lunch TMOS Entry FX referral Business Credit Card Booked Cross-sell treasury service to existing client Cross-sell credit card with existing client Business Credit Card Booked Cross-sell treasury service to new client Mortgage Referral Personal credit card booked Did something nice for colleague for no reason Resolve an Online Banking Issue Cross-sell treasury service to existing client Clear at least 3 items off of DARS Report Ask a client for a referral Personal credit card booked Cross-sell at least 4 opportunities to one client Clear past due report or cleared by week end
(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.
Send at least 3 Thank you Cards to clients/prospects
Cross-sell credit card with existing client
Cross-sell treasury service to new client
No short clear on loan
Investment Referral
Help another colleague
Take a client to lunch
TMOS Entry
FX referral
Business Credit Card Booked
Cross-sell treasury service to existing client
Cross-sell credit card with existing client
Business Credit Card Booked
Cross-sell treasury service to new client
Mortgage Referral
Personal credit card booked
Did something nice for colleague for no reason
Resolve an Online Banking Issue
Cross-sell treasury service to existing client
Clear at least 3 items off of DARS Report
Ask a client for a referral
Personal credit card booked
Cross-sell at least 4 opportunities to one client
Clear past due report or cleared by week end