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

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.


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