Learn about aclienthomeownership Talk to aclient aboutour creditcardsAsk anopenendedquestionSet a futurecontact/appointment Ask a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameRetain aclient fromclosingaccountLook atbranchappearancefrom acustomer view Learn whatcustomerdid for theholidaysLead ateamhuddle Make 3clientphonecallsLearn abouta customer'stop financialprioritiesUtilizeCRB Lead ateamhuddle Greetclient asthey enterthe branchOpen anewaccount &start 3x3x3Help aco-worker Uncover acustomerneed Lead ateamhuddleCleanworkstationof clutterBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationLearn a bouta clientssavingsplans/goals Learn about aclienthomeownership Talk to aclient aboutour creditcardsAsk anopenendedquestionSet a futurecontact/appointment Ask a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameRetain aclient fromclosingaccountLook atbranchappearancefrom acustomer view Learn whatcustomerdid for theholidaysLead ateamhuddle Make 3clientphonecallsLearn abouta customer'stop financialprioritiesUtilizeCRB Lead ateamhuddle Greetclient asthey enterthe branchOpen anewaccount &start 3x3x3Help aco-worker Uncover acustomerneed Lead ateamhuddleCleanworkstationof clutterBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" CreditcardapplicationLearn 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. Learn about a client homeownership
  2. Talk to a client about our credit cards
  3. Ask an open ended question
  4. Set a future contact/appointment
  5. Ask a client if there is anything else we can help them with?
  6. Thank customer by name
  7. Retain a client from closing account
  8. Look at branch appearance from a customer view
  9. Learn what customer did for the holidays
  10. Lead a team huddle
  11. Make 3 client phone calls
  12. Learn about a customer's top financial priorities
  13. Utilize CRB
  14. Lead a team huddle
  15. Greet client as they enter the branch
  16. Open a new account & start 3x3x3
  17. Help a co-worker
  18. Uncover a customer need
  19. Lead a team huddle
  20. Clean workstation of clutter
  21. Be the Lobby leader
  22. If a client had to wait...."Thank them for their patience"
  23. Credit card application
  24. Learn a bout a clients savings plans/goals