Discuss ouroptions withreviewinginsurancewith FIGFind a clientthat haspayments atan outsidebankSchedule anappointmentto discussHome EquitySuccessfullyupdate 3client'scontact infoDiscussaddingPODs toaccountsRecite themission andvisionstatements toCSM or BMGreet using"Welcome toPremierBank"Have aconversationaroundBillPayRefer a newcheckingaccount tobankerAsk 5openendedquestionsDiscuss newcheckingaccountpromoHelp clientdownloadand log in tomobilebankingUse aclient's name5 timesthroughoutthe dayPresent the5 steps ofTAP in itsentirety toCSM or BMOffer aninstant issuedebit card toclientFind amortgagereview lead andhave MLOreach outIntroduceyourself tosomeonenewFind twodifferent lifeevents goingon with ourclientsEducate aclient on anewcheckingaccountHand outyour selfapply flyerfor CCSet anannualreview withbankerHave aconversationaroundweekendplansHold thedoor for acustomerHave aconversationaroundraising ratesDiscuss ouroptions withreviewinginsurancewith FIGFind a clientthat haspayments atan outsidebankSchedule anappointmentto discussHome EquitySuccessfullyupdate 3client'scontact infoDiscussaddingPODs toaccountsRecite themission andvisionstatements toCSM or BMGreet using"Welcome toPremierBank"Have aconversationaroundBillPayRefer a newcheckingaccount tobankerAsk 5openendedquestionsDiscuss newcheckingaccountpromoHelp clientdownloadand log in tomobilebankingUse aclient's name5 timesthroughoutthe dayPresent the5 steps ofTAP in itsentirety toCSM or BMOffer aninstant issuedebit card toclientFind amortgagereview lead andhave MLOreach outIntroduceyourself tosomeonenewFind twodifferent lifeevents goingon with ourclientsEducate aclient on anewcheckingaccountHand outyour selfapply flyerfor CCSet anannualreview withbankerHave aconversationaroundweekendplansHold thedoor for acustomerHave aconversationaroundraising rates

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