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

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