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