UtilizeCRB Learn whatcustomerdid for theholidaysCreditcardapplicationMake 3clientphonecallsLearn abouta customer'stop financialprioritiesUncover acustomerneed Talk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Lead ateamhuddle Open anewaccount &start 3x3x3Greetclient asthey enterthe branchCleanworkstationof clutterAsk a client ifthere isanything elsewe can helpthem with?Retain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Learn about aclienthomeownership Thankcustomerby nameSet a futurecontact/appointment Learn a bouta clientssavingsplans/goals Lead ateamhuddleLead ateamhuddle Help aco-worker Ask anopenendedquestionBe theLobbyleaderUtilizeCRB Learn whatcustomerdid for theholidaysCreditcardapplicationMake 3clientphonecallsLearn abouta customer'stop financialprioritiesUncover acustomerneed Talk to aclient aboutour creditcardsLook atbranchappearancefrom acustomer view Lead ateamhuddle Open anewaccount &start 3x3x3Greetclient asthey enterthe branchCleanworkstationof clutterAsk a client ifthere isanything elsewe can helpthem with?Retain aclient fromclosingaccountIf a client hadtowait...."Thankthem for theirpatience" Learn about aclienthomeownership Thankcustomerby nameSet a futurecontact/appointment Learn a bouta clientssavingsplans/goals Lead ateamhuddleLead ateamhuddle Help aco-worker Ask anopenendedquestionBe theLobbyleader

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