ZellecallBill PayCallWiretransferSubmit ageneralmaint.formPutnotes inAperioEnd thecall with"You'reWelcome"CRBTReferralRespondto aContactUs EmailHelpsomeone atdiff branchlook up adebit cardBalanceinquiryCheckorderLearnsomethingnew onTEAMSOnlineBankingCallInstantissuecardTalk tosomeoneabout promo($200 or gift)Ask clientQuestion(getto know yourclient)MobiledepositquestionTalk tosomeoneabout CDRatesDo a callback fora wireSubmit aRavingFanTransferFundsStopPaymentUse clientsnameduring thecallSubmit aelectronicmaint.formZellecallBill PayCallWiretransferSubmit ageneralmaint.formPutnotes inAperioEnd thecall with"You'reWelcome"CRBTReferralRespondto aContactUs EmailHelpsomeone atdiff branchlook up adebit cardBalanceinquiryCheckorderLearnsomethingnew onTEAMSOnlineBankingCallInstantissuecardTalk tosomeoneabout promo($200 or gift)Ask clientQuestion(getto know yourclient)MobiledepositquestionTalk tosomeoneabout CDRatesDo a callback fora wireSubmit aRavingFanTransferFundsStopPaymentUse clientsnameduring thecallSubmit aelectronicmaint.form

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