(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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Line of credit
discussion with customer
Ask for referral from a business partner
Complete your Q4 Business Loan List
Discuss how to create a solid plan for 2022 with business partners
Business CC Application
2 BCFA's in a day
Collect 5 business contacts from your tellers
5 calls with your merchant service rep
Huddle week 2 on the Blitz with team
Learn about a treasury management product that could help your customer
Connect with RM to go over any customer opportunities
Reach out to another SM that you don't typically reach out to and discuss your plans for the blitz
Business CC Application
Connect with RMLM on a plan for Blitz and list of clients to reach out to
Huddle week 1 on the Blitz with team
Observe a business account opening and debrief after
Business CC application
Make a list of 5 prospects to call
Make a list of 5 Dentists to reach out to
2 Business CFA's in a day
Get with ASM to discuss expectations while you are out
Line of Credit Application
Reach out to Government Banking to discuss potential clients