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

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.


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