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

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