Ask anopenendedquestionCleanworkstationof clutterLearn about aclienthomeownership Greetclient asthey enterthe branchLead ateamhuddleLearn whatcustomerdid for theholidaysIf a client hadtowait...."Thankthem for theirpatience" Set a futurecontact/appointment Retain aclient fromclosingaccountThankcustomerby nameLook atbranchappearancefrom acustomer view Be theLobbyleaderOpen anewaccount &start 3x3x3Talk to aclient aboutour creditcardsUtilizeCRB Lead ateamhuddle Learn abouta customer'stop financialprioritiesLead ateamhuddle CreditcardapplicationUncover acustomerneed Make 3clientphonecallsAsk a client ifthere isanything elsewe can helpthem with?Learn a bouta clientssavingsplans/goals Help aco-worker Ask anopenendedquestionCleanworkstationof clutterLearn about aclienthomeownership Greetclient asthey enterthe branchLead ateamhuddleLearn whatcustomerdid for theholidaysIf a client hadtowait...."Thankthem for theirpatience" Set a futurecontact/appointment Retain aclient fromclosingaccountThankcustomerby nameLook atbranchappearancefrom acustomer view Be theLobbyleaderOpen anewaccount &start 3x3x3Talk to aclient aboutour creditcardsUtilizeCRB Lead ateamhuddle Learn abouta customer'stop financialprioritiesLead ateamhuddle CreditcardapplicationUncover acustomerneed Make 3clientphonecallsAsk a client ifthere isanything elsewe can helpthem with?Learn a bouta clientssavingsplans/goals 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. Ask an open ended question
  2. Clean workstation of clutter
  3. Learn about a client homeownership
  4. Greet client as they enter the branch
  5. Lead a team huddle
  6. Learn what customer did for the holidays
  7. If a client had to wait...."Thank them for their patience"
  8. Set a future contact/appointment
  9. Retain a client from closing account
  10. Thank customer by name
  11. Look at branch appearance from a customer view
  12. Be the Lobby leader
  13. Open a new account & start 3x3x3
  14. Talk to a client about our credit cards
  15. Utilize CRB
  16. Lead a team huddle
  17. Learn about a customer's top financial priorities
  18. Lead a team huddle
  19. Credit card application
  20. Uncover a customer need
  21. Make 3 client phone calls
  22. Ask a client if there is anything else we can help them with?
  23. Learn a bout a clients savings plans/goals
  24. Help a co-worker