Discuss ouroptions withreviewinginsurancewith FIGSuccessfullyupdate 3client'scontact infoIntroduceyourself tosomeonenewPresent the5 steps ofTAP in itsentirety toCSM or BMFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquityFind a clientthat haspayments atan outsidebankAsk 5openendedquestionsHelp clientdownloadand log in tomobilebankingRefer a newcheckingaccount tobankerHold thedoor for acustomerHave aconversationaroundBillPayGreet using"Welcome toPremierBank"Recite themission andvisionstatements toCSM or BMDiscuss newcheckingaccountpromoSet anannualreview withbankerHave aconversationaroundweekendplansDiscussaddingPODs toaccountsEducate aclient on anewcheckingaccountFind amortgagereview lead andhave MLOreach outUse aclient's name5 timesthroughoutthe dayHave aconversationaroundraising ratesOffer aninstant issuedebit card toclientHand outyour selfapply flyerfor CCDiscuss ouroptions withreviewinginsurancewith FIGSuccessfullyupdate 3client'scontact infoIntroduceyourself tosomeonenewPresent the5 steps ofTAP in itsentirety toCSM or BMFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquityFind a clientthat haspayments atan outsidebankAsk 5openendedquestionsHelp clientdownloadand log in tomobilebankingRefer a newcheckingaccount tobankerHold thedoor for acustomerHave aconversationaroundBillPayGreet using"Welcome toPremierBank"Recite themission andvisionstatements toCSM or BMDiscuss newcheckingaccountpromoSet anannualreview withbankerHave aconversationaroundweekendplansDiscussaddingPODs toaccountsEducate aclient on anewcheckingaccountFind amortgagereview lead andhave MLOreach outUse aclient's name5 timesthroughoutthe dayHave aconversationaroundraising ratesOffer aninstant issuedebit card toclientHand outyour selfapply flyerfor CC

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