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