Learnsomethingnew onTEAMSMobiledepositquestionOnlineBankingCallTalk tosomeoneabout promo($200 or gift)Putnotes inAperioWiretransferRespondto aContactUs EmailCheckorderHelpsomeone atdiff branchlook up adebit cardInstantissuecardUse clientsnameduring thecallSubmit aelectronicmaint.formZellecallCRBTReferralBill PayCallTransferFundsStopPaymentDo a callback fora wireSubmit aRavingFanBalanceinquiryAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formEnd thecall with"You'reWelcome"Talk tosomeoneabout CDRatesLearnsomethingnew onTEAMSMobiledepositquestionOnlineBankingCallTalk tosomeoneabout promo($200 or gift)Putnotes inAperioWiretransferRespondto aContactUs EmailCheckorderHelpsomeone atdiff branchlook up adebit cardInstantissuecardUse clientsnameduring thecallSubmit aelectronicmaint.formZellecallCRBTReferralBill PayCallTransferFundsStopPaymentDo a callback fora wireSubmit aRavingFanBalanceinquiryAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formEnd thecall with"You'reWelcome"Talk tosomeoneabout CDRates

Client Care Bingo - 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. Learn something new on TEAMS
  2. Mobile deposit question
  3. Online Banking Call
  4. Talk to someone about promo ($200 or gift)
  5. Put notes in Aperio
  6. Wire transfer
  7. Respond to a Contact Us Email
  8. Check order
  9. Help someone at diff branch look up a debit card
  10. Instant issue card
  11. Use clients name during the call
  12. Submit a electronic maint. form
  13. Zelle call
  14. CRBT Referral
  15. Bill Pay Call
  16. Transfer Funds
  17. Stop Payment
  18. Do a call back for a wire
  19. Submit a Raving Fan
  20. Balance inquiry
  21. Ask client Question(get to know your client)
  22. Submit a general maint. form
  23. End the call with "You're Welcome"
  24. Talk to someone about CD Rates