Open anewaccount &start 3x3x3Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameLead ateamhuddleLead ateamhuddle Learn whatcustomerdid for theholidaysTalk to aclient aboutour creditcardsCleanworkstationof clutterUtilizeCRB Uncover acustomerneed Learn about aclienthomeownership CreditcardapplicationBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" Learn abouta customer'stop financialprioritiesLead ateamhuddle Ask anopenendedquestionLearn a bouta clientssavingsplans/goals Retain aclient fromclosingaccountMake 3clientphonecallsSet a futurecontact/appointment Help aco-worker Look atbranchappearancefrom acustomer view Open anewaccount &start 3x3x3Greetclient asthey enterthe branchAsk a client ifthere isanything elsewe can helpthem with?Thankcustomerby nameLead ateamhuddleLead ateamhuddle Learn whatcustomerdid for theholidaysTalk to aclient aboutour creditcardsCleanworkstationof clutterUtilizeCRB Uncover acustomerneed Learn about aclienthomeownership CreditcardapplicationBe theLobbyleaderIf a client hadtowait...."Thankthem for theirpatience" Learn abouta customer'stop financialprioritiesLead ateamhuddle Ask anopenendedquestionLearn a bouta clientssavingsplans/goals Retain aclient fromclosingaccountMake 3clientphonecallsSet a futurecontact/appointment Help aco-worker Look atbranchappearancefrom acustomer view 

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