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

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