Discuss ouroptions withreviewinginsurancewith FIGOffer aninstant issuedebit card toclientFind a clientthat haspayments atan outsidebankUse aclient's name5 timesthroughoutthe dayIntroduceyourself tosomeonenewSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outEducate aclient on anewcheckingaccountPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPaySuccessfullyupdate 3client'scontact infoHelp clientdownloadand log in tomobilebankingHave aconversationaroundweekendplansAsk 5openendedquestionsHand outyour selfapply flyerfor CCHave aconversationaroundraising ratesFind twodifferent lifeevents goingon with ourclientsHold thedoor for acustomerSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoGreet using"Welcome toPremierBank"Refer a newcheckingaccount tobankerRecite themission andvisionstatements toCSM or BMDiscuss ouroptions withreviewinginsurancewith FIGOffer aninstant issuedebit card toclientFind a clientthat haspayments atan outsidebankUse aclient's name5 timesthroughoutthe dayIntroduceyourself tosomeonenewSet anannualreview withbankerFind amortgagereview lead andhave MLOreach outEducate aclient on anewcheckingaccountPresent the5 steps ofTAP in itsentirety toCSM or BMHave aconversationaroundBillPaySuccessfullyupdate 3client'scontact infoHelp clientdownloadand log in tomobilebankingHave aconversationaroundweekendplansAsk 5openendedquestionsHand outyour selfapply flyerfor CCHave aconversationaroundraising ratesFind twodifferent lifeevents goingon with ourclientsHold thedoor for acustomerSchedule anappointmentto discussHome EquityDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoGreet using"Welcome toPremierBank"Refer a newcheckingaccount tobankerRecite themission andvisionstatements toCSM or BM

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