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

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