Refer a newcheckingaccount tobankerHave aconversationaroundBillPayGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewUse aclient's name5 timesthroughoutthe daySet anannualreview withbankerFind twodifferent lifeevents goingon with ourclientsHave aconversationaroundweekendplansDiscussaddingPODs toaccountsFind amortgagereview lead andhave MLOreach outDiscuss newcheckingaccountpromoHand outyour selfapply flyerfor CCHold thedoor for acustomerSuccessfullyupdate 3client'scontact infoDiscuss ouroptions withreviewinginsurancewith FIGFind a clientthat haspayments atan outsidebankRecite themission andvisionstatements toCSM or BMHave aconversationaroundraising ratesHelp clientdownloadand log in tomobilebankingAsk 5openendedquestionsOffer aninstant issuedebit card toclientPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountSchedule anappointmentto discussHome EquityRefer a newcheckingaccount tobankerHave aconversationaroundBillPayGreet using"Welcome toPremierBank"Introduceyourself tosomeonenewUse aclient's name5 timesthroughoutthe daySet anannualreview withbankerFind twodifferent lifeevents goingon with ourclientsHave aconversationaroundweekendplansDiscussaddingPODs toaccountsFind amortgagereview lead andhave MLOreach outDiscuss newcheckingaccountpromoHand outyour selfapply flyerfor CCHold thedoor for acustomerSuccessfullyupdate 3client'scontact infoDiscuss ouroptions withreviewinginsurancewith FIGFind a clientthat haspayments atan outsidebankRecite themission andvisionstatements toCSM or BMHave aconversationaroundraising ratesHelp clientdownloadand log in tomobilebankingAsk 5openendedquestionsOffer aninstant issuedebit card toclientPresent the5 steps ofTAP in itsentirety toCSM or BMEducate aclient on anewcheckingaccountSchedule anappointmentto discussHome Equity

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