Open anewaccount &start 3x3x3Ask anopenendedquestionIf a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationLearn a bouta clientssavingsplans/goals Ask a client ifthere isanything elsewe can helpthem with?Lead ateamhuddle Lead ateamhuddleUncover acustomerneed Greetclient asthey enterthe branchMake 3clientphonecallsSet a futurecontact/appointment Cleanworkstationof clutterThankcustomerby nameLearn abouta customer'stop financialprioritiesTalk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Be theLobbyleaderRetain aclient fromclosingaccountLead ateamhuddle Learn whatcustomerdid for theholidaysLearn about aclienthomeownership UtilizeCRB Help aco-worker Open anewaccount &start 3x3x3Ask anopenendedquestionIf a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationLearn a bouta clientssavingsplans/goals Ask a client ifthere isanything elsewe can helpthem with?Lead ateamhuddle Lead ateamhuddleUncover acustomerneed Greetclient asthey enterthe branchMake 3clientphonecallsSet a futurecontact/appointment Cleanworkstationof clutterThankcustomerby nameLearn abouta customer'stop financialprioritiesTalk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Be theLobbyleaderRetain aclient fromclosingaccountLead ateamhuddle Learn whatcustomerdid for theholidaysLearn about aclienthomeownership UtilizeCRB Help aco-worker 

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