You ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYou logged5 activitiesinto 360ViewYou initiatednonbusinessconversationwith yourclientYou tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryYounotarizeddocumentsfor acustomerYou tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYou watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)Youeducated aclient aboutfraudpreventionYou greeteda clientwaiting in thelobby lineReview our Valuesand tell 1 FSR aboutone value that youare good at and 1value that you wouldlike to focus onYou initiated 2credit cardconversations(list names)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.Opened aCD withbrand newmoney toFIBYou input areferral (listto whichdepartment)You tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou assisted aclient with anonline bankingproblem/needand got theissue resolvedYou submit1 creditcardapplicationUpdated anyinformationfor 3 clients(list thenames)You filled out aclient profileform andattached in 360(list the client)You heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)Youanswered 5phone calls(list eachperson)You heard theFSR taking theclient introducethemself anduse the client'snameInput aloan intoApproYou ordered 2new debit cardswith the clientopting in forCourtesyOverdraftYou logged5 activitiesinto 360ViewYou initiatednonbusinessconversationwith yourclientYou tell anotherFSR about 2checking acctproducts we offerand all of thebenefits bymemoryYounotarizeddocumentsfor acustomerYou tell the otherFSR about theother 2 checkingacct products weoffer and all ofbenefits bymemoryYou watched anew LinkedInlearning trainingfrom start to finish(list the name ofthe training)Youeducated aclient aboutfraudpreventionYou greeteda clientwaiting in thelobby lineReview our Valuesand tell 1 FSR aboutone value that youare good at and 1value that you wouldlike to focus onYou initiated 2credit cardconversations(list names)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.Opened aCD withbrand newmoney toFIBYou input areferral (listto whichdepartment)You tell Sarah thecorrect way toquote our yieldrates per the mostrecent RetailNewsletterYou assisted aclient with anonline bankingproblem/needand got theissue resolvedYou submit1 creditcardapplicationUpdated anyinformationfor 3 clients(list thenames)You filled out aclient profileform andattached in 360(list the client)You heard an FSRask "Is thereanything else that Ican do for you" (orsomething similar)Youanswered 5phone calls(list eachperson)You heard theFSR taking theclient introducethemself anduse the client'snameInput 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 ordered 2 new debit cards with the client opting in for Courtesy Overdraft
  2. You logged 5 activities into 360 View
  3. You initiated nonbusiness conversation with your client
  4. You tell another FSR about 2 checking acct products we offer and all of the benefits by memory
  5. You notarized documents for a customer
  6. You tell the other FSR about the other 2 checking acct products we offer and all of benefits by memory
  7. You watched a new LinkedIn learning training from start to finish (list the name of the training)
  8. You educated a client about fraud prevention
  9. You greeted a client waiting in the lobby line
  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 initiated 2 credit card conversations (list names)
  12. You have the read the most recent Retail Newsletter and have to tell 1 FSR one takeaway you learned
  13. Go over with another FSR as to what you disclose to a brand new client opening an account. Ask them for any suggestions.
  14. Opened a CD with brand new money to FIB
  15. You input a referral (list to which department)
  16. You tell Sarah the correct way to quote our yield rates per the most recent Retail Newsletter
  17. You assisted a client with an online banking problem/need and got the issue resolved
  18. You submit 1 credit card application
  19. Updated any information for 3 clients (list the names)
  20. You filled out a client profile form and attached in 360 (list the client)
  21. You heard an FSR ask "Is there anything else that I can do for you" (or something similar)
  22. You answered 5 phone calls (list each person)
  23. You heard the FSR taking the client introduce themself and use the client's name
  24. Input a loan into Appro