Offer aninstant issuedebit card toclientHave aconversationaroundweekendplansHave aconversationaroundBillPayHand outyour selfapply flyerfor CCUse aclient's name5 timesthroughoutthe dayHelp clientdownloadand log in tomobilebankingHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountSuccessfullyupdate 3client'scontact infoDiscuss newcheckingaccountpromoFind amortgagereview lead andhave MLOreach outDiscuss ouroptions withreviewinginsurancewith FIGSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsAsk 5openendedquestionsRecite themission andvisionstatements toCSM or BMFind twodifferent lifeevents goingon with ourclientsSet anannualreview withbankerHold thedoor for acustomerRefer a newcheckingaccount tobankerGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewFind a clientthat haspayments atan outsidebankOffer aninstant issuedebit card toclientHave aconversationaroundweekendplansHave aconversationaroundBillPayHand outyour selfapply flyerfor CCUse aclient's name5 timesthroughoutthe dayHelp clientdownloadand log in tomobilebankingHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountSuccessfullyupdate 3client'scontact infoDiscuss newcheckingaccountpromoFind amortgagereview lead andhave MLOreach outDiscuss ouroptions withreviewinginsurancewith FIGSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsAsk 5openendedquestionsRecite themission andvisionstatements toCSM or BMFind twodifferent lifeevents goingon with ourclientsSet anannualreview withbankerHold thedoor for acustomerRefer a newcheckingaccount tobankerGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewFind a clientthat haspayments atan outsidebank

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