Open acheckingaccountAssist amemberwith a loanapplicationSubmitan FLPreferralDiscussthe aspiresavings/cdOpen anadditionalsavingsaccountShare adepositrate sheetHigh fiveamember!Opena CDOpen a newmembershipShare howyou usedthe care toshare modelSell araffleticketSubmit amake itknown storyfor a teammemberSubmit amortgagecenterreferralSet anappointmentfor amemberShareinformationabout ourmobile / onlinebankingservicesSubmit aGreenpathreferralDiscussIRAproductsSubmit acommerciallendingreferralSubmit amemberwellbeingstory every weekAssist amember witha wire/externaltransfer/zelleGet 50vitalitypoints inone weekShare thebusinessmatrixDiscussloanoptionsShare how youused thememberwellbeingmodel with amemberOpen acheckingaccountAssist amemberwith a loanapplicationSubmitan FLPreferralDiscussthe aspiresavings/cdOpen anadditionalsavingsaccountShare adepositrate sheetHigh fiveamember!Opena CDOpen a newmembershipShare howyou usedthe care toshare modelSell araffleticketSubmit amake itknown storyfor a teammemberSubmit amortgagecenterreferralSet anappointmentfor amemberShareinformationabout ourmobile / onlinebankingservicesSubmit aGreenpathreferralDiscussIRAproductsSubmit acommerciallendingreferralSubmit amemberwellbeingstory every weekAssist amember witha wire/externaltransfer/zelleGet 50vitalitypoints inone weekShare thebusinessmatrixDiscussloanoptionsShare how youused thememberwellbeingmodel with amember

Relationship Selling BINGO - 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 checking account
  2. Assist a member with a loan application
  3. Submit an FLP referral
  4. Discuss the aspire savings/cd
  5. Open an additional savings account
  6. Share a deposit rate sheet
  7. High five a member!
  8. Open a CD
  9. Open a new membership
  10. Share how you used the care to share model
  11. Sell a raffle ticket
  12. Submit a make it known story for a team member
  13. Submit a mortgage center referral
  14. Set an appointment for a member
  15. Share information about our mobile / online banking services
  16. Submit a Greenpath referral
  17. Discuss IRA products
  18. Submit a commercial lending referral
  19. Submit a memberwellbeing story every week
  20. Assist a member with a wire/ external transfer/zelle
  21. Get 50 vitality points in one week
  22. Share the business matrix
  23. Discuss loan options
  24. Share how you used the member wellbeing model with a member