Thanksomeonefor for beinga clientEnrollin anEBRGSchedule abusinessappointmentProvideUsefulAdvice(InsightAccepted)Celebratea perfect10 CXIsurveySign up tovolunteer for acause yourpassionateabout throughour portalSign up for‘GrowingForward D&IMentoringProgram’Take abranch teampicture andsend it toTravisShare afamilyphoto withyour teamProvideUsefulAdvice(InsightAccepted)Preappointmentplan forupcomingapptProvideUsefulAdvice(InsightAccepted)Send aspotlightDebrief aclientinteractionwith yourmanagerCompletea requiredtraining inWorkdaySayHappyBirthdayto a clientTake a 5minutementalbreakProvideUsefulAdvice(InsightAccepted)Sit in on aclient callback(ticket)ProvideUsefulAdvice(InsightAccepted)Educate aclient onour ATMfeaturesAsk aboutyourbranchesEXI planReferclient toan EcoPartnerAdd an itemto yourdevelopmentplanSubmit anILead byExamplenominationSchedule aconsumerappointmentProvideUsefulAdvice(InsightAccepted)Discuss yourFebruaryschedule withyour managerbased on WFMAdd an itemto yourdevelopmentplanThanksomeonefor for beinga clientEnrollin anEBRGSchedule abusinessappointmentProvideUsefulAdvice(InsightAccepted)Celebratea perfect10 CXIsurveySign up tovolunteer for acause yourpassionateabout throughour portalSign up for‘GrowingForward D&IMentoringProgram’Take abranch teampicture andsend it toTravisShare afamilyphoto withyour teamProvideUsefulAdvice(InsightAccepted)Preappointmentplan forupcomingapptProvideUsefulAdvice(InsightAccepted)Send aspotlightDebrief aclientinteractionwith yourmanagerCompletea requiredtraining inWorkdaySayHappyBirthdayto a clientTake a 5minutementalbreakProvideUsefulAdvice(InsightAccepted)Sit in on aclient callback(ticket)ProvideUsefulAdvice(InsightAccepted)Educate aclient onour ATMfeaturesAsk aboutyourbranchesEXI planReferclient toan EcoPartnerAdd an itemto yourdevelopmentplanSubmit anILead byExamplenominationSchedule aconsumerappointmentProvideUsefulAdvice(InsightAccepted)Discuss yourFebruaryschedule withyour managerbased on WFMAdd an itemto yourdevelopmentplan

Who’s Talking Well-Being - 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. Thank someone for for being a client
  2. Enroll in an EBRG
  3. Schedule a business appointment
  4. Provide Useful Advice (Insight Accepted)
  5. Celebrate a perfect 10 CXI survey
  6. Sign up to volunteer for a cause your passionate about through our portal
  7. Sign up for ‘Growing Forward D&I Mentoring Program’
  8. Take a branch team picture and send it to Travis
  9. Share a family photo with your team
  10. Provide Useful Advice (Insight Accepted)
  11. Pre appointment plan for upcoming appt
  12. Provide Useful Advice (Insight Accepted)
  13. Send a spotlight
  14. Debrief a client interaction with your manager
  15. Complete a required training in Workday
  16. Say Happy Birthday to a client
  17. Take a 5 minute mental break
  18. Provide Useful Advice (Insight Accepted)
  19. Sit in on a client call back (ticket)
  20. Provide Useful Advice (Insight Accepted)
  21. Educate a client on our ATM features
  22. Ask about your branches EXI plan
  23. Refer client to an Eco Partner
  24. Add an item to your development plan
  25. Submit an ILead by Example nomination
  26. Schedule a consumer appointment
  27. Provide Useful Advice (Insight Accepted)
  28. Discuss your February schedule with your manager based on WFM
  29. Add an item to your development plan