Cross-selltreasuryservice toexistingclientTake aclient tolunchAsk aclient fora referralSend at least 3Thank youCards toclients/prospectsInvestmentReferralClear atleast 3 itemsoff of DARSReportBusinessCreditCardBookedFXreferralResolvean OnlineBankingIssueCross-sell atleast 4opportunitiesto one clientBusinessCreditCardBookedTMOSEntryCross-selltreasuryservice tonew clientPersonalcredit cardbookedNo shortclear onloanPersonalcredit cardbookedCross-selltreasuryservice tonew clientCross-sellcredit cardwith existingclientCross-selltreasuryservice toexistingclientMortgageReferralDid somethingnice forcolleague forno reasonCross-sellcredit cardwith existingclientClear pastdue report orcleared byweek endHelpanothercolleagueCross-selltreasuryservice toexistingclientTake aclient tolunchAsk aclient fora referralSend at least 3Thank youCards toclients/prospectsInvestmentReferralClear atleast 3 itemsoff of DARSReportBusinessCreditCardBookedFXreferralResolvean OnlineBankingIssueCross-sell atleast 4opportunitiesto one clientBusinessCreditCardBookedTMOSEntryCross-selltreasuryservice tonew clientPersonalcredit cardbookedNo shortclear onloanPersonalcredit cardbookedCross-selltreasuryservice tonew clientCross-sellcredit cardwith existingclientCross-selltreasuryservice toexistingclientMortgageReferralDid somethingnice forcolleague forno reasonCross-sellcredit cardwith existingclientClear pastdue report orcleared byweek endHelpanothercolleague

CNBBingo - 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. Cross-sell treasury service to existing client
  2. Take a client to lunch
  3. Ask a client for a referral
  4. Send at least 3 Thank you Cards to clients/prospects
  5. Investment Referral
  6. Clear at least 3 items off of DARS Report
  7. Business Credit Card Booked
  8. FX referral
  9. Resolve an Online Banking Issue
  10. Cross-sell at least 4 opportunities to one client
  11. Business Credit Card Booked
  12. TMOS Entry
  13. Cross-sell treasury service to new client
  14. Personal credit card booked
  15. No short clear on loan
  16. Personal credit card booked
  17. Cross-sell treasury service to new client
  18. Cross-sell credit card with existing client
  19. Cross-sell treasury service to existing client
  20. Mortgage Referral
  21. Did something nice for colleague for no reason
  22. Cross-sell credit card with existing client
  23. Clear past due report or cleared by week end
  24. Help another colleague