Present andaction a Pre-approvedRSP loanO&ODiscuss thevalueprogram(opt in or optout)Wrap up aclientconnectsessionWrap up aclientconnectsessionMake aclientlaughSwitch astudentaccount toAdvantageaccountSwitch astudentaccount toAdvantageaccountDiscuss thevalueprogram(opt in or optout)Discuss thevalueprogram(opt in or optout)Update aclientsemail/informationDiscuss thevalueprogram(opt in or optout)Ask a clientif they havea mortgageGive a co-worker acomplimentTalk to aclient abouttheir plansfor dinnerWrap up aclientconnectsessionChallengea friendon AxonifyDiscussCredit CardupgradeO&O offerwith clientPresent andaction a neweSavingsAccount BonusInterest OfferO&ODiscussand actionany O&ORemind astudent toselect acharity todonate the $60"It's been over ayear since we'veseen you, can Ischedule a reviewwith an advisor?"Give anInstantThanksDiscussand actionany O&ODiscussand actionany O&OPresent andaction a Pre-approvedRSP loan orRCL O&ODiscuss thevalueprogram(opt in or optout)Greet a clientat the ATMand ask howtheirbanking isFree!DiscussCrossboarder USBank O&OofferWrap up aclientconnectsessionAsk a client"what areyou savingfor?" Complimenta clientSwitch anaccountbecause aclient is payingtoo much infeesPost a funfact in thegroupchatMake aclientlaugh Present andaction a Pre-approvedRSP loanO&ODiscuss thevalueprogram(opt in or optout)Wrap up aclientconnectsessionWrap up aclientconnectsessionMake aclientlaughSwitch astudentaccount toAdvantageaccountSwitch astudentaccount toAdvantageaccountDiscuss thevalueprogram(opt in or optout)Discuss thevalueprogram(opt in or optout)Update aclientsemail/informationDiscuss thevalueprogram(opt in or optout)Ask a clientif they havea mortgageGive a co-worker acomplimentTalk to aclient abouttheir plansfor dinnerWrap up aclientconnectsessionChallengea friendon AxonifyDiscussCredit CardupgradeO&O offerwith clientPresent andaction a neweSavingsAccount BonusInterest OfferO&ODiscussand actionany O&ORemind astudent toselect acharity todonate the $60"It's been over ayear since we'veseen you, can Ischedule a reviewwith an advisor?"Give anInstantThanksDiscussand actionany O&ODiscussand actionany O&OPresent andaction a Pre-approvedRSP loan orRCL O&ODiscuss thevalueprogram(opt in or optout)Greet a clientat the ATMand ask howtheirbanking isFree!DiscussCrossboarder USBank O&OofferWrap up aclientconnectsessionAsk a client"what areyou savingfor?" Complimenta clientSwitch anaccountbecause aclient is payingtoo much infeesPost a funfact in thegroupchatMake aclientlaugh 

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