Putnotes inAperioTalk tosomeoneabout CDRatesStopPaymentDo a callback fora wireZellecallRespondto aContactUs EmailOnlineBankingCallWiretransferTransferFundsSubmit aelectronicmaint.formBill PayCallCheckorderBalanceinquiryMobiledepositquestionInstantissuecardLearnsomethingnew onTEAMSEnd thecall with"You'reWelcome"CRBTReferralHelpsomeone atdiff branchlook up adebit cardAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formUse clientsnameduring thecallTalk tosomeoneabout promo($200 or gift)Submit aRavingFanPutnotes inAperioTalk tosomeoneabout CDRatesStopPaymentDo a callback fora wireZellecallRespondto aContactUs EmailOnlineBankingCallWiretransferTransferFundsSubmit aelectronicmaint.formBill PayCallCheckorderBalanceinquiryMobiledepositquestionInstantissuecardLearnsomethingnew onTEAMSEnd thecall with"You'reWelcome"CRBTReferralHelpsomeone atdiff branchlook up adebit cardAsk clientQuestion(getto know yourclient)Submit ageneralmaint.formUse clientsnameduring thecallTalk tosomeoneabout promo($200 or gift)Submit aRavingFan

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