Find out the name of a signer on a business account Find out who their primary bank is & why. Set up 3 appointments in one day Get non- customer to leave number for follow up call Mention that clear benefits can be added on HELOC Application Does the client have a retirement plan? Find out pets name (pet must be present) Client looking to buy a home within 6 months Remote Deposit Capture Offer CD/ Mention the daily rate/ Promo Signature Express Loan referral AMEX Credit Card Application Does the client have a vacation planned? Optimizer Credit Card Application Mobile Deposit in the Lobby Set someone up with Online Banking Customer Called you by your name Clear Points Credit Card Application Clear Spend Does client have any concerns or questions? Have client download the Wallet App New Workplace Solutions Contact Mobile Deposit via Drive- thru Find out the name of a signer on a business account Find out who their primary bank is & why. Set up 3 appointments in one day Get non- customer to leave number for follow up call Mention that clear benefits can be added on HELOC Application Does the client have a retirement plan? Find out pets name (pet must be present) Client looking to buy a home within 6 months Remote Deposit Capture Offer CD/ Mention the daily rate/ Promo Signature Express Loan referral AMEX Credit Card Application Does the client have a vacation planned? Optimizer Credit Card Application Mobile Deposit in the Lobby Set someone up with Online Banking Customer Called you by your name Clear Points Credit Card Application Clear Spend Does client have any concerns or questions? Have client download the Wallet App New Workplace Solutions Contact Mobile Deposit via Drive- thru
(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.
Find out the name of a signer on a business account
Find out who their primary bank is & why.
Set up 3 appointments in one day
Get non-customer to leave number for follow up call
Mention that clear benefits can be added on
HELOC
Application
Does the client have a retirement plan?
Find out pets name
(pet must be present)
Client looking to buy a home within 6 months
Remote Deposit Capture
Offer CD/ Mention the daily rate/ Promo
Signature Express Loan
referral
AMEX Credit Card Application
Does the client have a vacation planned?
Optimizer Credit Card Application
Mobile Deposit in the Lobby
Set someone up with Online Banking
Customer Called you by your name
Clear Points Credit Card Application
Clear Spend
Does client have any concerns or questions?
Have client download the Wallet App
New Workplace Solutions Contact
Mobile Deposit via Drive-thru