You heard an FSRintroducethemself, use theclient's name asthey take them totheir officeYou heard an FSRask "Is thereanything else that Ican do for you?" (orsomething similar)(list client's name)Go over with anotherFSR as to what youdisclose to a brandnew client whenopening an account.Ask them for anyfeedback orsuggestionsYou answered5 phone callseach day thisweek (list allnames)You watched a newLinkedIn learningtraining from start tofinish in your freetime (list the nameof the training)You have read themost recentNewsletter andhave to tell 1 FSRa key takeawayyou learnedYou greeteda clientwaiting inline in thelobbyYou educated2 clientsabout fraudpreventionthis weekUpdated anyinformationfor 3 clients(list names)You tell Sarahthe correct wayto quote ouryield rates perNewsletter8.17.2023You filled out 2client profileforms andattached in 360(list clients)You assisted aclient with anonline bankingproblem/needand got theissue resolvedOpened aCD withbrand newmoney toFIBReview FIB Valuesan and tell 1 FSRabout one value thatyou are good at and1 value that youwould like to focus onthroughout the weekYou notarized5 documentsthis week (listthe names)You submit 2credit cardapplicationswith 1 beingapprovedYou initiatednonbusinessconversationwith yourclientYou tell the other FSRabout the other 2checking acct productswe offer and all of thebenefits/features bymemory (list the other2 DDA accounts)You initiated 2conversationsabout credit cardsand ask if clientswould like to applyfor one of ourcardsYou input areferral(state towhichdepartment)You tell another FSRabout 2 checkingacct products that weoffer and ALL of thebenefits/features bymemory (list the 2DDA accounts)Input aloan intoApproYou have read anarticle regardinganything bank orfinance related inyour free time (listname of article)You logged5 activitiesinto 360viewYou heard an FSRintroducethemself, use theclient's name asthey take them totheir officeYou heard an FSRask "Is thereanything else that Ican do for you?" (orsomething similar)(list client's name)Go over with anotherFSR as to what youdisclose to a brandnew client whenopening an account.Ask them for anyfeedback orsuggestionsYou answered5 phone callseach day thisweek (list allnames)You watched a newLinkedIn learningtraining from start tofinish in your freetime (list the nameof the training)You have read themost recentNewsletter andhave to tell 1 FSRa key takeawayyou learnedYou greeteda clientwaiting inline in thelobbyYou educated2 clientsabout fraudpreventionthis weekUpdated anyinformationfor 3 clients(list names)You tell Sarahthe correct wayto quote ouryield rates perNewsletter8.17.2023You filled out 2client profileforms andattached in 360(list clients)You assisted aclient with anonline bankingproblem/needand got theissue resolvedOpened aCD withbrand newmoney toFIBReview FIB Valuesan and tell 1 FSRabout one value thatyou are good at and1 value that youwould like to focus onthroughout the weekYou notarized5 documentsthis week (listthe names)You submit 2credit cardapplicationswith 1 beingapprovedYou initiatednonbusinessconversationwith yourclientYou tell the other FSRabout the other 2checking acct productswe offer and all of thebenefits/features bymemory (list the other2 DDA accounts)You initiated 2conversationsabout credit cardsand ask if clientswould like to applyfor one of ourcardsYou input areferral(state towhichdepartment)You tell another FSRabout 2 checkingacct products that weoffer and ALL of thebenefits/features bymemory (list the 2DDA accounts)Input aloan intoApproYou have read anarticle regardinganything bank orfinance related inyour free time (listname of article)You logged5 activitiesinto 360view

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 heard an FSR introduce themself, use the client's name as they take them to their office
  2. You heard an FSR ask "Is there anything else that I can do for you?" (or something similar) (list client's name)
  3. Go over with another FSR as to what you disclose to a brand new client when opening an account. Ask them for any feedback or suggestions
  4. You answered 5 phone calls each day this week (list all names)
  5. You watched a new LinkedIn learning training from start to finish in your free time (list the name of the training)
  6. You have read the most recent Newsletter and have to tell 1 FSR a key takeaway you learned
  7. You greeted a client waiting in line in the lobby
  8. You educated 2 clients about fraud prevention this week
  9. Updated any information for 3 clients (list names)
  10. You tell Sarah the correct way to quote our yield rates per Newsletter 8.17.2023
  11. You filled out 2 client profile forms and attached in 360 (list clients)
  12. You assisted a client with an online banking problem/need and got the issue resolved
  13. Opened a CD with brand new money to FIB
  14. Review FIB Values an and tell 1 FSR about one value that you are good at and 1 value that you would like to focus on throughout the week
  15. You notarized 5 documents this week (list the names)
  16. You submit 2 credit card applications with 1 being approved
  17. You initiated nonbusiness conversation with your client
  18. You tell the other FSR about the other 2 checking acct products we offer and all of the benefits/features by memory (list the other 2 DDA accounts)
  19. You initiated 2 conversations about credit cards and ask if clients would like to apply for one of our cards
  20. You input a referral (state to which department)
  21. You tell another FSR about 2 checking acct products that we offer and ALL of the benefits/features by memory (list the 2 DDA accounts)
  22. Input a loan into Appro
  23. You have read an article regarding anything bank or finance related in your free time (list name of article)
  24. You logged 5 activities into 360 view