Offer aninstant issuedebit card toclientIntroduceyourself tosomeonenewSuccessfullyupdate 3client'scontact infoPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountHelp clientdownloadand log in tomobilebankingSchedule anappointmentto discussHome EquityUse aclient's name5 timesthroughoutthe dayRefer a newcheckingaccount tobankerHold thedoor for acustomerAsk 5openendedquestionsHave aconversationaroundraising ratesFind twodifferent lifeevents goingon with ourclientsRecite themission andvisionstatements toCSM or BMDiscuss ouroptions withreviewinginsurancewith FIGSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outHand outyour selfapply flyerfor CCDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoGreet using"Welcome toPremierBank"Have aconversationaroundBillPayHave aconversationaroundweekendplansFind a clientthat haspayments atan outsidebankOffer aninstant issuedebit card toclientIntroduceyourself tosomeonenewSuccessfullyupdate 3client'scontact infoPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountHelp clientdownloadand log in tomobilebankingSchedule anappointmentto discussHome EquityUse aclient's name5 timesthroughoutthe dayRefer a newcheckingaccount tobankerHold thedoor for acustomerAsk 5openendedquestionsHave aconversationaroundraising ratesFind twodifferent lifeevents goingon with ourclientsRecite themission andvisionstatements toCSM or BMDiscuss ouroptions withreviewinginsurancewith FIGSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outHand outyour selfapply flyerfor CCDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoGreet using"Welcome toPremierBank"Have aconversationaroundBillPayHave aconversationaroundweekendplansFind 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. Introduce yourself to someone new
  3. Successfully update 3 client's contact info
  4. Present the 5 steps of TAP in its entirety to CSM or BM
  5. Educate a client on a new checking account
  6. Help client download and log in to mobile banking
  7. Schedule an appointment to discuss Home Equity
  8. Use a client's name 5 times throughout the day
  9. Refer a new checking account to banker
  10. Hold the door for a customer
  11. Ask 5 open ended questions
  12. Have a conversation around raising rates
  13. Find two different life events going on with our clients
  14. Recite the mission and vision statements to CSM or BM
  15. Discuss our options with reviewing insurance with FIG
  16. Set an annual review with banker
  17. Find a mortgage review lead and have MLO reach out
  18. Hand out your self apply flyer for CC
  19. Discuss adding PODs to accounts
  20. Discuss new checking account promo
  21. Greet using "Welcome to Premier Bank"
  22. Have a conversation around BillPay
  23. Have a conversation around weekend plans
  24. Find a client that has payments at an outside bank