Present the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayRefer a newcheckingaccount tobankerOffer aninstant issuedebit card toclientHave aconversationaroundweekendplansHelp clientdownloadand log in tomobilebankingRecite themission andvisionstatements toCSM or BMSchedule anappointmentto discussHome EquityHand outyour selfapply flyerfor CCHave aconversationaroundraising ratesDiscussaddingPODs toaccountsFind a clientthat haspayments atan outsidebankDiscuss newcheckingaccountpromoFind twodifferent lifeevents goingon with ourclientsSet anannualreview withbankerSuccessfullyupdate 3client'scontact infoGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewUse aclient's name5 timesthroughoutthe dayAsk 5openendedquestionsEducate aclient on anewcheckingaccountFind amortgagereview lead andhave MLOreach outHold thedoor for acustomerDiscuss ouroptions withreviewinginsurancewith FIGPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayRefer a newcheckingaccount tobankerOffer aninstant issuedebit card toclientHave aconversationaroundweekendplansHelp clientdownloadand log in tomobilebankingRecite themission andvisionstatements toCSM or BMSchedule anappointmentto discussHome EquityHand outyour selfapply flyerfor CCHave aconversationaroundraising ratesDiscussaddingPODs toaccountsFind a clientthat haspayments atan outsidebankDiscuss newcheckingaccountpromoFind twodifferent lifeevents goingon with ourclientsSet anannualreview withbankerSuccessfullyupdate 3client'scontact infoGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewUse aclient's name5 timesthroughoutthe dayAsk 5openendedquestionsEducate aclient on anewcheckingaccountFind amortgagereview lead andhave MLOreach outHold thedoor for acustomerDiscuss ouroptions withreviewinginsurancewith FIG

Explore & Understand - 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 the 5 steps of TAP in its entirety to CSM or BM
  2. Have a conversation around BillPay
  3. Refer a new checking account to banker
  4. Offer an instant issue debit card to client
  5. Have a conversation around weekend plans
  6. Help client download and log in to mobile banking
  7. Recite the mission and vision statements to CSM or BM
  8. Schedule an appointment to discuss Home Equity
  9. Hand out your self apply flyer for CC
  10. Have a conversation around raising rates
  11. Discuss adding PODs to accounts
  12. Find a client that has payments at an outside bank
  13. Discuss new checking account promo
  14. Find two different life events going on with our clients
  15. Set an annual review with banker
  16. Successfully update 3 client's contact info
  17. Greet using "Welcome to Premier Bank"
  18. Introduce yourself to someone new
  19. Use a client's name 5 times throughout the day
  20. Ask 5 open ended questions
  21. Educate a client on a new checking account
  22. Find a mortgage review lead and have MLO reach out
  23. Hold the door for a customer
  24. Discuss our options with reviewing insurance with FIG