WealthStrategyReferralStop aFraudsterCreate aJira thruH360Discussa CDWealthStrategyDiscussionDiscussopening aconsumeraccount withnon customerLOCReferralTake careof a task inthe ServiceDeskSuggesta LOCGreet 5peoplein a rowSend acelebrateGreatRefer a newBusiness toopen anaccountDiscussopening abusinessaccountWrite 5thank youcards tocustomersRefer anewconsumeraccountSharesomethingin ahuddleElavonReferralApplicationRespondto anemailHELOCDiscussionCDReferralReferredHELOCApplicationUse clientsname 3times in atransactionChecksomethingoff yourproficiencycardElavonDiscussionWealthStrategyReferralStop aFraudsterCreate aJira thruH360Discussa CDWealthStrategyDiscussionDiscussopening aconsumeraccount withnon customerLOCReferralTake careof a task inthe ServiceDeskSuggesta LOCGreet 5peoplein a rowSend acelebrateGreatRefer a newBusiness toopen anaccountDiscussopening abusinessaccountWrite 5thank youcards tocustomersRefer anewconsumeraccountSharesomethingin ahuddleElavonReferralApplicationRespondto anemailHELOCDiscussionCDReferralReferredHELOCApplicationUse clientsname 3times in atransactionChecksomethingoff yourproficiencycardElavonDiscussion

Your Name: ________________ - 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. Wealth Strategy Referral
  2. Stop a Fraudster
  3. Create a Jira thru H360
  4. Discuss a CD
  5. Wealth Strategy Discussion
  6. Discuss opening a consumer account with non customer
  7. LOC Referral
  8. Take care of a task in the Service Desk
  9. Suggest a LOC
  10. Greet 5 people in a row
  11. Send a celebrate Great
  12. Refer a new Business to open an account
  13. Discuss opening a business account
  14. Write 5 thank you cards to customers
  15. Refer a new consumer account
  16. Share something in a huddle
  17. Elavon Referral Application
  18. Respond to an email
  19. HELOC Discussion
  20. CD Referral
  21. Referred HELOC Application
  22. Use clients name 3 times in a transaction
  23. Check something off your proficiency card
  24. Elavon Discussion