Talk to aclient aboutour creditcardsCreditcardapplicationUncover acustomerneed Learn a bouta clientssavingsplans/goals If a client hadtowait...."Thankthem for theirpatience" Lead ateamhuddleLearn about aclienthomeownership Greetclient asthey enterthe branchHelp aco-worker Retain aclient fromclosingaccountLearn abouta customer'stop financialprioritiesThankcustomerby nameAsk a client ifthere isanything elsewe can helpthem with?Ask anopenendedquestionUtilizeCRB Set a futurecontact/appointment Be theLobbyleaderLead ateamhuddle Look atbranchappearancefrom acustomer view Cleanworkstationof clutterLead ateamhuddle Open anewaccount &start 3x3x3Make 3clientphonecallsLearn whatcustomerdid for theholidaysTalk to aclient aboutour creditcardsCreditcardapplicationUncover acustomerneed Learn a bouta clientssavingsplans/goals If a client hadtowait...."Thankthem for theirpatience" Lead ateamhuddleLearn about aclienthomeownership Greetclient asthey enterthe branchHelp aco-worker Retain aclient fromclosingaccountLearn abouta customer'stop financialprioritiesThankcustomerby nameAsk a client ifthere isanything elsewe can helpthem with?Ask anopenendedquestionUtilizeCRB Set a futurecontact/appointment Be theLobbyleaderLead ateamhuddle Look atbranchappearancefrom acustomer view Cleanworkstationof clutterLead ateamhuddle Open anewaccount &start 3x3x3Make 3clientphonecallsLearn whatcustomerdid for theholidays

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