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