If a client hadtowait...."Thankthem for theirpatience" Thankcustomerby nameRetain aclient fromclosingaccountTalk to aclient aboutour creditcardsLearn whatcustomerdid for theholidaysAsk anopenendedquestionLearn abouta customer'stop financialprioritiesSet a futurecontact/appointment Greetclient asthey enterthe branchLook atbranchappearancefrom acustomer view Learn about aclienthomeownership Lead ateamhuddle Lead ateamhuddleUncover acustomerneed Lead ateamhuddle Make 3clientphonecallsUtilizeCRB Help aco-worker Open anewaccount &start 3x3x3Be theLobbyleaderAsk a client ifthere isanything elsewe can helpthem with?CreditcardapplicationCleanworkstationof clutterLearn a bouta clientssavingsplans/goals If a client hadtowait...."Thankthem for theirpatience" Thankcustomerby nameRetain aclient fromclosingaccountTalk to aclient aboutour creditcardsLearn whatcustomerdid for theholidaysAsk anopenendedquestionLearn abouta customer'stop financialprioritiesSet a futurecontact/appointment Greetclient asthey enterthe branchLook atbranchappearancefrom acustomer view Learn about aclienthomeownership Lead ateamhuddle Lead ateamhuddleUncover acustomerneed Lead ateamhuddle Make 3clientphonecallsUtilizeCRB Help aco-worker Open anewaccount &start 3x3x3Be theLobbyleaderAsk a client ifthere isanything elsewe can helpthem with?CreditcardapplicationCleanworkstationof clutterLearn a bouta clientssavingsplans/goals 

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