Have aconversationaroundweekendplansFind amortgagereview lead andhave MLOreach outDiscuss ouroptions withreviewinginsurancewith FIGRefer a newcheckingaccount tobankerSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsIntroduceyourself tosomeonenewPresent the5 steps ofTAP in itsentirety toCSM or BMRecite themission andvisionstatements toCSM or BMHelp clientdownloadand log in tomobilebankingOffer aninstant issuedebit card toclientUse aclient's name5 timesthroughoutthe dayHold thedoor for acustomerHave aconversationaroundraising ratesGreet using"Welcome toPremierBank"Discuss newcheckingaccountpromoSuccessfullyupdate 3client'scontact infoHave aconversationaroundBillPayEducate aclient on anewcheckingaccountSet anannualreview withbankerFind twodifferent lifeevents goingon with ourclientsHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankAsk 5openendedquestionsHave aconversationaroundweekendplansFind amortgagereview lead andhave MLOreach outDiscuss ouroptions withreviewinginsurancewith FIGRefer a newcheckingaccount tobankerSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsIntroduceyourself tosomeonenewPresent the5 steps ofTAP in itsentirety toCSM or BMRecite themission andvisionstatements toCSM or BMHelp clientdownloadand log in tomobilebankingOffer aninstant issuedebit card toclientUse aclient's name5 timesthroughoutthe dayHold thedoor for acustomerHave aconversationaroundraising ratesGreet using"Welcome toPremierBank"Discuss newcheckingaccountpromoSuccessfullyupdate 3client'scontact infoHave aconversationaroundBillPayEducate aclient on anewcheckingaccountSet anannualreview withbankerFind twodifferent lifeevents goingon with ourclientsHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankAsk 5openendedquestions

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