Hold thedoor for acustomerSet anannualreview withbankerSuccessfullyupdate 3client'scontact infoHave aconversationaroundraising ratesHelp clientdownloadand log in tomobilebankingRefer a newcheckingaccount tobankerHave aconversationaroundweekendplansSchedule anappointmentto discussHome EquityFind amortgagereview lead andhave MLOreach outPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayIntroduceyourself tosomeonenewDiscuss newcheckingaccountpromoDiscussaddingPODs toaccountsGreet using"Welcome toPremierBank"Ask 5openendedquestionsUse aclient's name5 timesthroughoutthe dayHand outyour selfapply flyerfor CCRecite themission andvisionstatements toCSM or BMFind twodifferent lifeevents goingon with ourclientsDiscuss ouroptions withreviewinginsurancewith FIGOffer aninstant issuedebit card toclientFind a clientthat haspayments atan outsidebankEducate aclient on anewcheckingaccountHold thedoor for acustomerSet anannualreview withbankerSuccessfullyupdate 3client'scontact infoHave aconversationaroundraising ratesHelp clientdownloadand log in tomobilebankingRefer a newcheckingaccount tobankerHave aconversationaroundweekendplansSchedule anappointmentto discussHome EquityFind amortgagereview lead andhave MLOreach outPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayIntroduceyourself tosomeonenewDiscuss newcheckingaccountpromoDiscussaddingPODs toaccountsGreet using"Welcome toPremierBank"Ask 5openendedquestionsUse aclient's name5 timesthroughoutthe dayHand outyour selfapply flyerfor CCRecite themission andvisionstatements toCSM or BMFind twodifferent lifeevents goingon with ourclientsDiscuss ouroptions withreviewinginsurancewith FIGOffer aninstant issuedebit card toclientFind a clientthat haspayments atan outsidebankEducate aclient on anewcheckingaccount

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