Greet using"Welcome toPremierBank"Schedule anappointmentto discussHome EquityFind amortgagereview lead andhave MLOreach outRecite themission andvisionstatements toCSM or BMHave aconversationaroundweekendplansHold thedoor for acustomerAsk 5openendedquestionsHave aconversationaroundBillPayFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMUse aclient's name5 timesthroughoutthe daySet anannualreview withbankerOffer aninstant issuedebit card toclientFind twodifferent lifeevents goingon with ourclientsDiscuss newcheckingaccountpromoHand outyour selfapply flyerfor CCEducate aclient on anewcheckingaccountHelp clientdownloadand log in tomobilebankingDiscuss ouroptions withreviewinginsurancewith FIGIntroduceyourself tosomeonenewSuccessfullyupdate 3client'scontact infoDiscussaddingPODs toaccountsRefer a newcheckingaccount tobankerGreet using"Welcome toPremierBank"Schedule anappointmentto discussHome EquityFind amortgagereview lead andhave MLOreach outRecite themission andvisionstatements toCSM or BMHave aconversationaroundweekendplansHold thedoor for acustomerAsk 5openendedquestionsHave aconversationaroundBillPayFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMUse aclient's name5 timesthroughoutthe daySet anannualreview withbankerOffer aninstant issuedebit card toclientFind twodifferent lifeevents goingon with ourclientsDiscuss newcheckingaccountpromoHand outyour selfapply flyerfor CCEducate aclient on anewcheckingaccountHelp clientdownloadand log in tomobilebankingDiscuss ouroptions withreviewinginsurancewith FIGIntroduceyourself tosomeonenewSuccessfullyupdate 3client'scontact infoDiscussaddingPODs toaccountsRefer a newcheckingaccount tobanker

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