Educate aclient on anewcheckingaccountOffer aninstant issuedebit card toclientDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoAsk 5openendedquestionsIntroduceyourself tosomeonenewHelp clientdownloadand log in tomobilebankingFind twodifferent lifeevents goingon with ourclientsDiscuss ouroptions withreviewinginsurancewith FIGHave aconversationaroundBillPayHold thedoor for acustomerFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesSet anannualreview withbankerUse aclient's name5 timesthroughoutthe dayHave aconversationaroundweekendplansSuccessfullyupdate 3client'scontact infoSchedule anappointmentto discussHome EquityHand outyour selfapply flyerfor CCFind amortgagereview lead andhave MLOreach outRefer a newcheckingaccount tobankerGreet using"Welcome toPremierBank"Recite themission andvisionstatements toCSM or BMPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountOffer aninstant issuedebit card toclientDiscussaddingPODs toaccountsDiscuss newcheckingaccountpromoAsk 5openendedquestionsIntroduceyourself tosomeonenewHelp clientdownloadand log in tomobilebankingFind twodifferent lifeevents goingon with ourclientsDiscuss ouroptions withreviewinginsurancewith FIGHave aconversationaroundBillPayHold thedoor for acustomerFind a clientthat haspayments atan outsidebankHave aconversationaroundraising ratesSet anannualreview withbankerUse aclient's name5 timesthroughoutthe dayHave aconversationaroundweekendplansSuccessfullyupdate 3client'scontact infoSchedule anappointmentto discussHome EquityHand outyour selfapply flyerfor CCFind amortgagereview lead andhave MLOreach outRefer a newcheckingaccount tobankerGreet using"Welcome toPremierBank"Recite themission andvisionstatements toCSM or BMPresent the5 steps ofTAP in itsentirety 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. Educate a client on a new checking account
  2. Offer an instant issue debit card to client
  3. Discuss adding PODs to accounts
  4. Discuss new checking account promo
  5. Ask 5 open ended questions
  6. Introduce yourself to someone new
  7. Help client download and log in to mobile banking
  8. Find two different life events going on with our clients
  9. Discuss our options with reviewing insurance with FIG
  10. Have a conversation around BillPay
  11. Hold the door for a customer
  12. Find a client that has payments at an outside bank
  13. Have a conversation around raising rates
  14. Set an annual review with banker
  15. Use a client's name 5 times throughout the day
  16. Have a conversation around weekend plans
  17. Successfully update 3 client's contact info
  18. Schedule an appointment to discuss Home Equity
  19. Hand out your self apply flyer for CC
  20. Find a mortgage review lead and have MLO reach out
  21. Refer a new checking account to banker
  22. Greet using "Welcome to Premier Bank"
  23. Recite the mission and vision statements to CSM or BM
  24. Present the 5 steps of TAP in its entirety to CSM or BM