Open anewaccount &start 3x3x3Learn about aclienthomeownership Retain aclient fromclosingaccountThankcustomerby nameUncover acustomerneed Ask anopenendedquestionMake 3clientphonecallsLearn whatcustomerdid for theholidaysBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Look atbranchappearancefrom acustomer view Lead ateamhuddle CreditcardapplicationLearn a bouta clientssavingsplans/goals UtilizeCRB Lead ateamhuddle Talk to aclient aboutour creditcardsHelp aco-worker Cleanworkstationof clutterSet a futurecontact/appointment Learn abouta customer'stop financialprioritiesLead ateamhuddleOpen anewaccount &start 3x3x3Learn about aclienthomeownership Retain aclient fromclosingaccountThankcustomerby nameUncover acustomerneed Ask anopenendedquestionMake 3clientphonecallsLearn whatcustomerdid for theholidaysBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Look atbranchappearancefrom acustomer view Lead ateamhuddle CreditcardapplicationLearn a bouta clientssavingsplans/goals UtilizeCRB Lead ateamhuddle Talk to aclient aboutour creditcardsHelp aco-worker Cleanworkstationof clutterSet a futurecontact/appointment Learn abouta customer'stop financialprioritiesLead ateamhuddle

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