Discuss ouroptions withreviewinginsurancewith FIGFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquitySuccessfullyupdate 3client'scontact infoIntroduceyourself tosomeonenewHand outyour selfapply flyerfor CCHave aconversationaroundBillPayDiscuss newcheckingaccountpromoPresent the5 steps ofTAP in itsentirety toCSM or BMDiscussaddingPODs toaccountsAsk 5openendedquestionsOffer aninstant issuedebit card toclientEducate aclient on anewcheckingaccountUse aclient's name5 timesthroughoutthe dayFind amortgagereview lead andhave MLOreach outHelp clientdownloadand log in tomobilebankingGreet using"Welcome toPremierBank"Set anannualreview withbankerRecite themission andvisionstatements toCSM or BMFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesHold thedoor for acustomerRefer a newcheckingaccount tobankerHave aconversationaroundweekendplansDiscuss ouroptions withreviewinginsurancewith FIGFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquitySuccessfullyupdate 3client'scontact infoIntroduceyourself tosomeonenewHand outyour selfapply flyerfor CCHave aconversationaroundBillPayDiscuss newcheckingaccountpromoPresent the5 steps ofTAP in itsentirety toCSM or BMDiscussaddingPODs toaccountsAsk 5openendedquestionsOffer aninstant issuedebit card toclientEducate aclient on anewcheckingaccountUse aclient's name5 timesthroughoutthe dayFind amortgagereview lead andhave MLOreach outHelp clientdownloadand log in tomobilebankingGreet using"Welcome toPremierBank"Set anannualreview withbankerRecite themission andvisionstatements toCSM or BMFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesHold thedoor for acustomerRefer a newcheckingaccount tobankerHave aconversationaroundweekendplans

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