You tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryOpened aCD withbrand newmoney toFIBYou initiated 2credit cardconversations(list names)You tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou greeteda clientwaiting in thelobby lineUpdated anyinformationfor 3 clients(list thenames)Youeducated aclient aboutfraudpreventionYou filled out aclient profileform andattached in 360(list the client)You heard theFSR taking theclient introducethemself anduse the client'snameInput aloan intoApproYou logged5 activitiesinto 360ViewYou heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)You submit1 creditcardapplicationYou ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYouanswered 5phone calls(list eachperson)You assisted aclient with anonline bankingproblem/needand got theissue resolvedGo over with anotherFSR as to what youdisclose to a brandnew client openingan account. Ask themfor any suggestions.You tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYounotarizeddocumentsfor acustomerYou input areferral (listto whichdepartment)You watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)You have the readthe most recentRetail Newsletterand have to tell 1FSR one takeawayyou learnedYou initiatednonbusinessconversationwith yourclientReview our Valuesand tell 1 FSR aboutone value that youare good at and 1value that you wouldlike to focus onYou tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryOpened aCD withbrand newmoney toFIBYou initiated 2credit cardconversations(list names)You tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou greeteda clientwaiting in thelobby lineUpdated anyinformationfor 3 clients(list thenames)Youeducated aclient aboutfraudpreventionYou filled out aclient profileform andattached in 360(list the client)You heard theFSR taking theclient introducethemself anduse the client'snameInput aloan intoApproYou logged5 activitiesinto 360ViewYou heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)You submit1 creditcardapplicationYou ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYouanswered 5phone calls(list eachperson)You assisted aclient with anonline bankingproblem/needand got theissue resolvedGo over with anotherFSR as to what youdisclose to a brandnew client openingan account. Ask themfor any suggestions.You tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYounotarizeddocumentsfor acustomerYou input areferral (listto whichdepartment)You watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)You have the readthe most recentRetail Newsletterand have to tell 1FSR one takeawayyou learnedYou initiatednonbusinessconversationwith yourclientReview our Valuesand tell 1 FSR aboutone value that youare good at and 1value that you wouldlike to focus on

FSR 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. You tell another FSR about 2 checking acct products we offer and all of the benefits by memory
  2. Opened a CD with brand new money to FIB
  3. You initiated 2 credit card conversations (list names)
  4. You tell Sarah the correct way to quote our yield rates per the most recent Retail Newsletter
  5. You greeted a client waiting in the lobby line
  6. Updated any information for 3 clients (list the names)
  7. You educated a client about fraud prevention
  8. You filled out a client profile form and attached in 360 (list the client)
  9. You heard the FSR taking the client introduce themself and use the client's name
  10. Input a loan into Appro
  11. You logged 5 activities into 360 View
  12. You heard an FSR ask "Is there anything else that I can do for you" (or something similar)
  13. You submit 1 credit card application
  14. You ordered 2 new debit cards with the client opting in for Courtesy Overdraft
  15. You answered 5 phone calls (list each person)
  16. You assisted a client with an online banking problem/need and got the issue resolved
  17. Go over with another FSR as to what you disclose to a brand new client opening an account. Ask them for any suggestions.
  18. You tell the other FSR about the other 2 checking acct products we offer and all of benefits by memory
  19. You notarized documents for a customer
  20. You input a referral (list to which department)
  21. You watched a new LinkedIn learning training from start to finish (list the name of the training)
  22. You have the read the most recent Retail Newsletter and have to tell 1 FSR one takeaway you learned
  23. You initiated nonbusiness conversation with your client
  24. Review our Values and tell 1 FSR about one value that you are good at and 1 value that you would like to focus on