Be theLobbyleaderUncover acustomerneed Ask a client ifthere isanything elsewe can helpthem with?UtilizeCRB Learn whatcustomerdid for theholidaysOpen anewaccount &start 3x3x3Retain aclient fromclosingaccountCleanworkstationof clutterLead ateamhuddle Lead ateamhuddleMake 3clientphonecallsGreetclient asthey enterthe branchLead ateamhuddle Help aco-worker Learn a bouta clientssavingsplans/goals Set a futurecontact/appointment Ask anopenendedquestionIf a client hadtowait...."Thankthem for theirpatience" Talk to aclient aboutour creditcardsLearn abouta customer'stop financialprioritiesLook atbranchappearancefrom acustomer view Thankcustomerby nameCreditcardapplicationLearn about aclienthomeownership Be theLobbyleaderUncover acustomerneed Ask a client ifthere isanything elsewe can helpthem with?UtilizeCRB Learn whatcustomerdid for theholidaysOpen anewaccount &start 3x3x3Retain aclient fromclosingaccountCleanworkstationof clutterLead ateamhuddle Lead ateamhuddleMake 3clientphonecallsGreetclient asthey enterthe branchLead ateamhuddle Help aco-worker Learn a bouta clientssavingsplans/goals Set a futurecontact/appointment Ask anopenendedquestionIf a client hadtowait...."Thankthem for theirpatience" Talk to aclient aboutour creditcardsLearn abouta customer'stop financialprioritiesLook atbranchappearancefrom acustomer view Thankcustomerby nameCreditcardapplicationLearn about aclienthomeownership 

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