Successfullyupdate 3client'scontact infoRefer a newcheckingaccount tobankerHave aconversationaroundBillPayHold thedoor for acustomerHave aconversationaroundweekendplansDiscussaddingPODs toaccountsDiscuss ouroptions withreviewinginsurancewith FIGHave aconversationaroundraising ratesSchedule anappointmentto discussHome EquityFind a clientthat haspayments atan outsidebankEducate aclient on anewcheckingaccountSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outHand outyour selfapply flyerfor CCHelp clientdownloadand log in tomobilebankingOffer aninstant issuedebit card toclientAsk 5openendedquestionsPresent the5 steps ofTAP in itsentirety toCSM or BMGreet using"Welcome toPremierBank"Find twodifferent lifeevents goingon with ourclientsIntroduceyourself tosomeonenewDiscuss newcheckingaccountpromoRecite themission andvisionstatements toCSM or BMUse aclient's name5 timesthroughoutthe daySuccessfullyupdate 3client'scontact infoRefer a newcheckingaccount tobankerHave aconversationaroundBillPayHold thedoor for acustomerHave aconversationaroundweekendplansDiscussaddingPODs toaccountsDiscuss ouroptions withreviewinginsurancewith FIGHave aconversationaroundraising ratesSchedule anappointmentto discussHome EquityFind a clientthat haspayments atan outsidebankEducate aclient on anewcheckingaccountSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outHand outyour selfapply flyerfor CCHelp clientdownloadand log in tomobilebankingOffer aninstant issuedebit card toclientAsk 5openendedquestionsPresent the5 steps ofTAP in itsentirety toCSM or BMGreet using"Welcome toPremierBank"Find twodifferent lifeevents goingon with ourclientsIntroduceyourself tosomeonenewDiscuss newcheckingaccountpromoRecite themission andvisionstatements toCSM or BMUse aclient's name5 timesthroughoutthe day

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