Educate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoSchedule anappointmentto discussHome EquityRecite themission andvisionstatements toCSM or BMHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesFind amortgagereview lead andhave MLOreach outOffer aninstant issuedebit card toclientSet anannualreview withbankerDiscuss ouroptions withreviewinginsurancewith FIGUse aclient's name5 timesthroughoutthe dayGreet using"Welcome toPremierBank"Find twodifferent lifeevents goingon with ourclientsPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundweekendplansSuccessfullyupdate 3client'scontact infoRefer a newcheckingaccount tobankerAsk 5openendedquestionsHold thedoor for acustomerDiscussaddingPODs toaccountsHelp clientdownloadand log in tomobilebankingIntroduceyourself tosomeonenewHave aconversationaroundBillPayEducate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoSchedule anappointmentto discussHome EquityRecite themission andvisionstatements toCSM or BMHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesFind amortgagereview lead andhave MLOreach outOffer aninstant issuedebit card toclientSet anannualreview withbankerDiscuss ouroptions withreviewinginsurancewith FIGUse aclient's name5 timesthroughoutthe dayGreet using"Welcome toPremierBank"Find twodifferent lifeevents goingon with ourclientsPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundweekendplansSuccessfullyupdate 3client'scontact infoRefer a newcheckingaccount tobankerAsk 5openendedquestionsHold thedoor for acustomerDiscussaddingPODs toaccountsHelp clientdownloadand log in tomobilebankingIntroduceyourself tosomeonenewHave aconversationaroundBillPay

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