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.

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