Submit aelectronicmaint.formZellecallSubmit aRavingFanLearnsomethingnew onTEAMSTalk tosomeoneabout promo($200 or gift)StopPaymentCheckorderMobiledepositquestionTalk tosomeoneabout CDRatesDo a callback fora wireBalanceinquiryWiretransferHelpsomeone atdiff branchlook up adebit cardAsk clientQuestion(getto know yourclient)Respondto aContactUs EmailEnd thecall with"You'reWelcome"Submit ageneralmaint.formOnlineBankingCallUse clientsnameduring thecallCRBTReferralTransferFundsBill PayCallPutnotes inAperioInstantissuecardSubmit aelectronicmaint.formZellecallSubmit aRavingFanLearnsomethingnew onTEAMSTalk tosomeoneabout promo($200 or gift)StopPaymentCheckorderMobiledepositquestionTalk tosomeoneabout CDRatesDo a callback fora wireBalanceinquiryWiretransferHelpsomeone atdiff branchlook up adebit cardAsk clientQuestion(getto know yourclient)Respondto aContactUs EmailEnd thecall with"You'reWelcome"Submit ageneralmaint.formOnlineBankingCallUse clientsnameduring thecallCRBTReferralTransferFundsBill PayCallPutnotes inAperioInstantissuecard

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