Lead ateamhuddle Lead ateamhuddleRetain aclient fromclosingaccountOpen anewaccount &start 3x3x3Learn whatcustomerdid for theholidaysSet a futurecontact/appointment Talk to aclient aboutour creditcardsAsk anopenendedquestionLearn about aclienthomeownership Learn abouta customer'stop financialprioritiesMake 3clientphonecallsUncover acustomerneed Help aco-worker Greetclient asthey enterthe branchLook atbranchappearancefrom acustomer view If a client hadtowait...."Thankthem for theirpatience" Be theLobbyleaderLead ateamhuddle CreditcardapplicationCleanworkstationof clutterUtilizeCRB Ask a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameLearn a bouta clientssavingsplans/goals Lead ateamhuddle Lead ateamhuddleRetain aclient fromclosingaccountOpen anewaccount &start 3x3x3Learn whatcustomerdid for theholidaysSet a futurecontact/appointment Talk to aclient aboutour creditcardsAsk anopenendedquestionLearn about aclienthomeownership Learn abouta customer'stop financialprioritiesMake 3clientphonecallsUncover acustomerneed Help aco-worker Greetclient asthey enterthe branchLook atbranchappearancefrom acustomer view If a client hadtowait...."Thankthem for theirpatience" Be theLobbyleaderLead ateamhuddle CreditcardapplicationCleanworkstationof clutterUtilizeCRB Ask a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameLearn a bouta clientssavingsplans/goals 

Client Experience - 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. Lead a team huddle
  2. Lead a team huddle
  3. Retain a client from closing account
  4. Open a new account & start 3x3x3
  5. Learn what customer did for the holidays
  6. Set a future contact/appointment
  7. Talk to a client about our credit cards
  8. Ask an open ended question
  9. Learn about a client homeownership
  10. Learn about a customer's top financial priorities
  11. Make 3 client phone calls
  12. Uncover a customer need
  13. Help a co-worker
  14. Greet client as they enter the branch
  15. Look at branch appearance from a customer view
  16. If a client had to wait...."Thank them for their patience"
  17. Be the Lobby leader
  18. Lead a team huddle
  19. Credit card application
  20. Clean workstation of clutter
  21. Utilize CRB
  22. Ask a client if there is anything else we can help them with?
  23. Thank customer by name
  24. Learn a bout a clients savings plans/goals