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