WiretransferLearnsomethingnew onTEAMSTalk tosomeoneabout promo($200 or gift)CRBTReferralZellecallTransferFundsTalk tosomeoneabout CDRatesCheckorderDo a callback fora wireOnlineBankingCallSubmit aRavingFanUse clientsnameduring thecallSubmit aelectronicmaint.formHelpsomeone atdiff branchlook up adebit cardBalanceinquiryMobiledepositquestionPutnotes inAperioAsk clientQuestion(getto know yourclient)Bill PayCallSubmit ageneralmaint.formRespondto aContactUs EmailInstantissuecardStopPaymentEnd thecall with"You'reWelcome"WiretransferLearnsomethingnew onTEAMSTalk tosomeoneabout promo($200 or gift)CRBTReferralZellecallTransferFundsTalk tosomeoneabout CDRatesCheckorderDo a callback fora wireOnlineBankingCallSubmit aRavingFanUse clientsnameduring thecallSubmit aelectronicmaint.formHelpsomeone atdiff branchlook up adebit cardBalanceinquiryMobiledepositquestionPutnotes inAperioAsk clientQuestion(getto know yourclient)Bill PayCallSubmit ageneralmaint.formRespondto aContactUs EmailInstantissuecardStopPaymentEnd thecall with"You'reWelcome"

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