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