(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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Discuss our options with reviewing insurance with FIG
Successfully update 3 client's contact info
Introduce yourself to someone new
Present the 5 steps of TAP in its entirety to CSM or BM
Find two different life events going on with our clients
Schedule an appointment to discuss Home Equity
Find a client that has payments at an outside bank
Ask 5 open ended questions
Help client download and log in to mobile banking
Refer a new checking account to banker
Hold the door for a customer
Have a conversation around BillPay
Greet using "Welcome to Premier Bank"
Recite the mission and vision statements to CSM or BM
Discuss new checking account promo
Set an annual review with banker
Have a conversation around weekend plans
Discuss adding PODs to accounts
Educate a client on a new checking account
Find a mortgage review lead and have MLO reach out