Help aco-worker Greetclient asthey enterthe branchLead ateamhuddle Lead ateamhuddleLook atbranchappearancefrom acustomer view Learn a bouta clientssavingsplans/goals Learn abouta customer'stop financialprioritiesLearn whatcustomerdid for theholidaysUtilizeCRB Lead ateamhuddle Be theLobbyleaderTalk to aclient aboutour creditcardsIf a client hadtowait...."Thankthem for theirpatience" Set a futurecontact/appointment Learn about aclienthomeownership Thankcustomerby nameCleanworkstationof clutterRetain aclient fromclosingaccountAsk a client ifthere isanything elsewe can helpthem with?Uncover acustomerneed Open anewaccount &start 3x3x3CreditcardapplicationAsk anopenendedquestionMake 3clientphonecallsHelp aco-worker Greetclient asthey enterthe branchLead ateamhuddle Lead ateamhuddleLook atbranchappearancefrom acustomer view Learn a bouta clientssavingsplans/goals Learn abouta customer'stop financialprioritiesLearn whatcustomerdid for theholidaysUtilizeCRB Lead ateamhuddle Be theLobbyleaderTalk to aclient aboutour creditcardsIf a client hadtowait...."Thankthem for theirpatience" Set a futurecontact/appointment Learn about aclienthomeownership Thankcustomerby nameCleanworkstationof clutterRetain aclient fromclosingaccountAsk a client ifthere isanything elsewe can helpthem with?Uncover acustomerneed Open anewaccount &start 3x3x3CreditcardapplicationAsk anopenendedquestionMake 3clientphonecalls

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