Offer aninstant issuedebit card toclientSuccessfullyupdate 3client'scontact infoFind twodifferent lifeevents goingon with ourclientsRecite themission andvisionstatements toCSM or BMHand outyour selfapply flyerfor CCDiscuss newcheckingaccountpromoIntroduceyourself tosomeonenewSchedule anappointmentto discussHome EquityHave aconversationaroundBillPayHave aconversationaroundraising ratesUse aclient's name5 timesthroughoutthe dayPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundweekendplansHelp clientdownloadand log in tomobilebankingAsk 5openendedquestionsFind a clientthat haspayments atan outsidebankGreet using"Welcome toPremierBank"Find amortgagereview lead andhave MLOreach outHold thedoor for acustomerDiscussaddingPODs toaccountsDiscuss ouroptions withreviewinginsurancewith FIGRefer a newcheckingaccount tobankerSet anannualreview withbankerEducate aclient on anewcheckingaccountOffer aninstant issuedebit card toclientSuccessfullyupdate 3client'scontact infoFind twodifferent lifeevents goingon with ourclientsRecite themission andvisionstatements toCSM or BMHand outyour selfapply flyerfor CCDiscuss newcheckingaccountpromoIntroduceyourself tosomeonenewSchedule anappointmentto discussHome EquityHave aconversationaroundBillPayHave aconversationaroundraising ratesUse aclient's name5 timesthroughoutthe dayPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundweekendplansHelp clientdownloadand log in tomobilebankingAsk 5openendedquestionsFind a clientthat haspayments atan outsidebankGreet using"Welcome toPremierBank"Find amortgagereview lead andhave MLOreach outHold thedoor for acustomerDiscussaddingPODs toaccountsDiscuss ouroptions withreviewinginsurancewith FIGRefer a newcheckingaccount tobankerSet anannualreview withbankerEducate aclient on anewcheckingaccount

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