Find amortgagereview lead andhave MLOreach outEducate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoHave aconversationaroundBillPayFind twodifferent lifeevents goingon with ourclientsOffer aninstant issuedebit card toclientDiscuss ouroptions withreviewinginsurancewith FIGHold thedoor for acustomerHand outyour selfapply flyerfor CCHelp clientdownloadand log in tomobilebankingHave aconversationaroundweekendplansSet anannualreview withbankerRecite themission andvisionstatements toCSM or BMSuccessfullyupdate 3client'scontact infoPresent the5 steps ofTAP in itsentirety toCSM or BMDiscussaddingPODs toaccountsUse aclient's name5 timesthroughoutthe dayIntroduceyourself tosomeonenewAsk 5openendedquestionsHave aconversationaroundraising ratesRefer a newcheckingaccount tobankerSchedule anappointmentto discussHome EquityGreet using"Welcome toPremierBank"Find a clientthat haspayments atan outsidebankFind amortgagereview lead andhave MLOreach outEducate aclient on anewcheckingaccountDiscuss newcheckingaccountpromoHave aconversationaroundBillPayFind twodifferent lifeevents goingon with ourclientsOffer aninstant issuedebit card toclientDiscuss ouroptions withreviewinginsurancewith FIGHold thedoor for acustomerHand outyour selfapply flyerfor CCHelp clientdownloadand log in tomobilebankingHave aconversationaroundweekendplansSet anannualreview withbankerRecite themission andvisionstatements toCSM or BMSuccessfullyupdate 3client'scontact infoPresent the5 steps ofTAP in itsentirety toCSM or BMDiscussaddingPODs toaccountsUse aclient's name5 timesthroughoutthe dayIntroduceyourself tosomeonenewAsk 5openendedquestionsHave aconversationaroundraising ratesRefer a newcheckingaccount tobankerSchedule anappointmentto discussHome EquityGreet using"Welcome toPremierBank"Find a clientthat haspayments atan outsidebank

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