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

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