CRBTReferralSubmit aRavingFanCheckorderBalanceinquiryRespondto aContactUs EmailTalk tosomeoneabout CDRatesMobiledepositquestionOnlineBankingCallStopPaymentHelpsomeone atdiff branchlook up adebit cardZellecallBill PayCallLearnsomethingnew onTEAMSPutnotes inAperioTalk tosomeoneabout promo($200 or gift)Submit aelectronicmaint.formAsk clientQuestion(getto know yourclient)WiretransferInstantissuecardSubmit ageneralmaint.formUse clientsnameduring thecallEnd thecall with"You'reWelcome"Do a callback fora wireTransferFundsCRBTReferralSubmit aRavingFanCheckorderBalanceinquiryRespondto aContactUs EmailTalk tosomeoneabout CDRatesMobiledepositquestionOnlineBankingCallStopPaymentHelpsomeone atdiff branchlook up adebit cardZellecallBill PayCallLearnsomethingnew onTEAMSPutnotes inAperioTalk tosomeoneabout promo($200 or gift)Submit aelectronicmaint.formAsk clientQuestion(getto know yourclient)WiretransferInstantissuecardSubmit ageneralmaint.formUse clientsnameduring thecallEnd thecall with"You'reWelcome"Do a callback fora wireTransferFunds

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