You ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYou greeteda clientwaiting in thelobby lineYou tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)You filled out aclient profileform andattached in 360(list the client)Youanswered 5phone calls(list eachperson)Go over with anotherFSR as to what youdisclose to a brandnew client openingan account. Ask themfor any suggestions.Opened aCD withbrand newmoney toFIBYou 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 onYou logged5 activitiesinto 360ViewYou assisted aclient with anonline bankingproblem/needand got theissue resolvedYou heard theFSR taking theclient introducethemself anduse the client'snameYou input areferral (listto whichdepartment)Updated anyinformationfor 3 clients(list thenames)Input aloan intoApproYou tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYou submit1 creditcardapplicationYoueducated aclient aboutfraudpreventionYou tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryYou initiated 2credit cardconversations(list names)Younotarizeddocumentsfor acustomerYou watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)You initiatednonbusinessconversationwith yourclientYou ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYou greeteda clientwaiting in thelobby lineYou tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)You filled out aclient profileform andattached in 360(list the client)Youanswered 5phone calls(list eachperson)Go over with anotherFSR as to what youdisclose to a brandnew client openingan account. Ask themfor any suggestions.Opened aCD withbrand newmoney toFIBYou 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 onYou logged5 activitiesinto 360ViewYou assisted aclient with anonline bankingproblem/needand got theissue resolvedYou heard theFSR taking theclient introducethemself anduse the client'snameYou input areferral (listto whichdepartment)Updated anyinformationfor 3 clients(list thenames)Input aloan intoApproYou tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYou submit1 creditcardapplicationYoueducated aclient aboutfraudpreventionYou tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryYou initiated 2credit cardconversations(list names)Younotarizeddocumentsfor acustomerYou watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)You initiatednonbusinessconversationwith yourclient

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