Uncover acustomerneed If a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchTalk to aclient aboutour creditcardsLead ateamhuddle Lead ateamhuddleThankcustomerby nameSet a futurecontact/appointment Learn a bouta clientssavingsplans/goals Open anewaccount &start 3x3x3Make 3clientphonecallsLearn abouta customer'stop financialprioritiesUtilizeCRB Be theLobbyleaderLook atbranchappearancefrom acustomer view Lead ateamhuddle Learn whatcustomerdid for theholidaysCreditcardapplicationCleanworkstationof clutterLearn about aclienthomeownership Help aco-worker Ask a client ifthere isanything elsewe can helpthem with?Retain aclient fromclosingaccountAsk anopenendedquestionUncover acustomerneed If a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchTalk to aclient aboutour creditcardsLead ateamhuddle Lead ateamhuddleThankcustomerby nameSet a futurecontact/appointment Learn a bouta clientssavingsplans/goals Open anewaccount &start 3x3x3Make 3clientphonecallsLearn abouta customer'stop financialprioritiesUtilizeCRB Be theLobbyleaderLook atbranchappearancefrom acustomer view Lead ateamhuddle Learn whatcustomerdid for theholidaysCreditcardapplicationCleanworkstationof clutterLearn about aclienthomeownership Help aco-worker Ask a client ifthere isanything elsewe can helpthem with?Retain aclient fromclosingaccountAsk anopenendedquestion

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