Set anannualreview withbankerDiscuss ouroptions withreviewinginsurancewith FIGDiscussaddingPODs toaccountsUse aclient's name5 timesthroughoutthe daySuccessfullyupdate 3client'scontact infoHelp clientdownloadand log in tomobilebankingGreet using"Welcome toPremierBank"Have aconversationaroundweekendplansOffer aninstant issuedebit card toclientHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankAsk 5openendedquestionsFind amortgagereview lead andhave MLOreach outFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquityIntroduceyourself tosomeonenewHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayRecite themission andvisionstatements toCSM or BMHold thedoor for acustomerEducate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoRefer a newcheckingaccount tobankerSet anannualreview withbankerDiscuss ouroptions withreviewinginsurancewith FIGDiscussaddingPODs toaccountsUse aclient's name5 timesthroughoutthe daySuccessfullyupdate 3client'scontact infoHelp clientdownloadand log in tomobilebankingGreet using"Welcome toPremierBank"Have aconversationaroundweekendplansOffer aninstant issuedebit card toclientHand outyour selfapply flyerfor CCFind a clientthat haspayments atan outsidebankAsk 5openendedquestionsFind amortgagereview lead andhave MLOreach outFind twodifferent lifeevents goingon with ourclientsSchedule anappointmentto discussHome EquityIntroduceyourself tosomeonenewHave aconversationaroundraising ratesPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPayRecite themission andvisionstatements toCSM or BMHold thedoor for acustomerEducate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoRefer 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. Set an annual review with banker
  2. Discuss our options with reviewing insurance with FIG
  3. Discuss adding PODs to accounts
  4. Use a client's name 5 times throughout the day
  5. Successfully update 3 client's contact info
  6. Help client download and log in to mobile banking
  7. Greet using "Welcome to Premier Bank"
  8. Have a conversation around weekend plans
  9. Offer an instant issue debit card to client
  10. Hand out your self apply flyer for CC
  11. Find a client that has payments at an outside bank
  12. Ask 5 open ended questions
  13. Find a mortgage review lead and have MLO reach out
  14. Find two different life events going on with our clients
  15. Schedule an appointment to discuss Home Equity
  16. Introduce yourself to someone new
  17. Have a conversation around raising rates
  18. Present the 5 steps of TAP in its entirety to CSM or BM
  19. Have a conversation around BillPay
  20. Recite the mission and vision statements to CSM or BM
  21. Hold the door for a customer
  22. Educate a client on a new checking account
  23. Discuss new checking account promo
  24. Refer a new checking account to banker