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

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