Post a funfact in thegroupchatPresent andaction a neweSavingsAccount BonusInterest OfferO&ORemind astudent toselect acharity todonate the $60Discuss thevalueprogram(opt in or optout)Update aclientsemail/informationDiscuss thevalueprogram(opt in or optout)Complimenta clientSwitch astudentaccount toAdvantageaccountWrap up aclientconnectsessionAsk a client"what areyou savingfor?" Give anInstantThanksWrap up aclientconnectsessionFree!Greet a clientat the ATMand ask howtheirbanking is"It's been over ayear since we'veseen you, can Ischedule a reviewwith an advisor?"Give a co-worker acomplimentSwitch astudentaccount toAdvantageaccountDiscussCrossboarder USBank O&OofferDiscuss thevalueprogram(opt in or optout)Discuss thevalueprogram(opt in or optout)Discussand actionany O&ODiscuss thevalueprogram(opt in or optout)Switch anaccountbecause aclient is payingtoo much infeesDiscussand actionany O&OChallengea friendon AxonifyDiscussand actionany O&OWrap up aclientconnectsessionPresent andaction a Pre-approvedRSP loan orRCL O&OPresent andaction a Pre-approvedRSP loanO&OMake aclientlaugh DiscussCredit CardupgradeO&O offerwith clientTalk to aclient abouttheir plansfor dinnerMake aclientlaughAsk a clientif they havea mortgageWrap up aclientconnectsessionPost a funfact in thegroupchatPresent andaction a neweSavingsAccount BonusInterest OfferO&ORemind astudent toselect acharity todonate the $60Discuss thevalueprogram(opt in or optout)Update aclientsemail/informationDiscuss thevalueprogram(opt in or optout)Complimenta clientSwitch astudentaccount toAdvantageaccountWrap up aclientconnectsessionAsk a client"what areyou savingfor?" Give anInstantThanksWrap up aclientconnectsessionFree!Greet a clientat the ATMand ask howtheirbanking is"It's been over ayear since we'veseen you, can Ischedule a reviewwith an advisor?"Give a co-worker acomplimentSwitch astudentaccount toAdvantageaccountDiscussCrossboarder USBank O&OofferDiscuss thevalueprogram(opt in or optout)Discuss thevalueprogram(opt in or optout)Discussand actionany O&ODiscuss thevalueprogram(opt in or optout)Switch anaccountbecause aclient is payingtoo much infeesDiscussand actionany O&OChallengea friendon AxonifyDiscussand actionany O&OWrap up aclientconnectsessionPresent andaction a Pre-approvedRSP loan orRCL O&OPresent andaction a Pre-approvedRSP loanO&OMake aclientlaugh DiscussCredit CardupgradeO&O offerwith clientTalk to aclient abouttheir plansfor dinnerMake aclientlaughAsk a clientif they havea mortgageWrap up aclientconnectsession

Untitled 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.


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  1. Post a fun fact in the group chat
  2. Present and action a new eSavings Account Bonus Interest Offer O&O
  3. Remind a student to select a charity to donate the $60
  4. Discuss the value program (opt in or opt out)
  5. Update a clients email/ information
  6. Discuss the value program (opt in or opt out)
  7. Compliment a client
  8. Switch a student account to Advantage account
  9. Wrap up a client connect session
  10. Ask a client "what are you saving for?"
  11. Give an Instant Thanks
  12. Wrap up a client connect session
  13. Free!
  14. Greet a client at the ATM and ask how their banking is
  15. "It's been over a year since we've seen you, can I schedule a review with an advisor?"
  16. Give a co-worker a compliment
  17. Switch a student account to Advantage account
  18. Discuss Cross boarder US Bank O&O offer
  19. Discuss the value program (opt in or opt out)
  20. Discuss the value program (opt in or opt out)
  21. Discuss and action any O&O
  22. Discuss the value program (opt in or opt out)
  23. Switch an account because a client is paying too much in fees
  24. Discuss and action any O&O
  25. Challenge a friend on Axonify
  26. Discuss and action any O&O
  27. Wrap up a client connect session
  28. Present and action a Pre-approved RSP loan or RCL O&O
  29. Present and action a Pre-approved RSP loan O&O
  30. Make a client laugh
  31. Discuss Credit Card upgrade O&O offer with client
  32. Talk to a client about their plans for dinner
  33. Make a client laugh
  34. Ask a client if they have a mortgage
  35. Wrap up a client connect session