Line of creditdiscussionwithcustomerMake a plan withyour ASM,to set storepriorities, and asksfor while you areout during the blitzMake a listof 5 Dentiststo reach outto2BCFA'sin a dayAsk forreferral froma businesspartnerLine ofCreditApplicationConnect withRMLM on aplan for Blitzand list ofclients to reachout toBusinessCCApplicationConnect withRM to goover anycustomeropportunitiesCollect 5businesscontactsfrom yourtellersCollect 5businesscontactsfrom yourtellersObserve abusinessaccountopening anddebrief afterMake alist of 5prospectsto callHuddleweek 2 onthe Blitzwith team5 calls withyourmerchantservice repBusinessCCApplication2BusinessCFA's in adayReach out toGovernmentBanking todiscusspotential clientsReach out toanother SM thatyou don't typicallyreach out to anddiscuss your plansfor the blitzHuddleweek 1 onthe Blitzwith teamDiscuss how tocreate a solidplan for 2022with businesspartnersBusinessCCapplicationCompleteyour Q4BusinessLoan ListLearn about atreasurymanagementproduct thatcould help yourcustomerLine of creditdiscussionwithcustomerMake a plan withyour ASM,to set storepriorities, and asksfor while you areout during the blitzMake a listof 5 Dentiststo reach outto2BCFA'sin a dayAsk forreferral froma businesspartnerLine ofCreditApplicationConnect withRMLM on aplan for Blitzand list ofclients to reachout toBusinessCCApplicationConnect withRM to goover anycustomeropportunitiesCollect 5businesscontactsfrom yourtellersCollect 5businesscontactsfrom yourtellersObserve abusinessaccountopening anddebrief afterMake alist of 5prospectsto callHuddleweek 2 onthe Blitzwith team5 calls withyourmerchantservice repBusinessCCApplication2BusinessCFA's in adayReach out toGovernmentBanking todiscusspotential clientsReach out toanother SM thatyou don't typicallyreach out to anddiscuss your plansfor the blitzHuddleweek 1 onthe Blitzwith teamDiscuss how tocreate a solidplan for 2022with businesspartnersBusinessCCapplicationCompleteyour Q4BusinessLoan ListLearn about atreasurymanagementproduct thatcould help yourcustomer

SB Blitz Bingo - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Line of credit discussion with customer
  2. Make a plan with your ASM, to set store priorities, and asks for while you are out during the blitz
  3. Make a list of 5 Dentists to reach out to
  4. 2 BCFA's in a day
  5. Ask for referral from a business partner
  6. Line of Credit Application
  7. Connect with RMLM on a plan for Blitz and list of clients to reach out to
  8. Business CC Application
  9. Connect with RM to go over any customer opportunities
  10. Collect 5 business contacts from your tellers
  11. Collect 5 business contacts from your tellers
  12. Observe a business account opening and debrief after
  13. Make a list of 5 prospects to call
  14. Huddle week 2 on the Blitz with team
  15. 5 calls with your merchant service rep
  16. Business CC Application
  17. 2 Business CFA's in a day
  18. Reach out to Government Banking to discuss potential clients
  19. Reach out to another SM that you don't typically reach out to and discuss your plans for the blitz
  20. Huddle week 1 on the Blitz with team
  21. Discuss how to create a solid plan for 2022 with business partners
  22. Business CC application
  23. Complete your Q4 Business Loan List
  24. Learn about a treasury management product that could help your customer