Processed atransactionwith OLBinstead ofWicket.Showed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (3)Booked IRPreferral fromClientConnectTransactionsShow theclient how theirtransactioncan be easywith OLBBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailTold clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyFixed aproblem for theclient and toldthem about thesurvey.Bookan MSreferralTold clientaboutsurvey (2)Registereda client forOLBIdentified anIRP referralfrom ClientConnectClientcomplimentedyour smile /positiveattitudeBooked aclient for theirupcomingmortgagerenewalBooked a debtconsolidationbecause ofClient ConnectBookan IRPreferralBooked aclient fortheirupcomingGIC renewalBooked 5AppointmentstodayPrinted 2 ClientConnectTransactionsshowingoutsideMortgageMentioned surveywas about yourperformance andclient said theywould give youperfect.Upgradedan accountto save onDebit FeesShowed aclient how topay a billusingOLB/ATMProcessed atransactionwith OLBinstead ofWicket.Showed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (3)Booked IRPreferral fromClientConnectTransactionsShow theclient how theirtransactioncan be easywith OLBBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailTold clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyFixed aproblem for theclient and toldthem about thesurvey.Bookan MSreferralTold clientaboutsurvey (2)Registereda client forOLBIdentified anIRP referralfrom ClientConnectClientcomplimentedyour smile /positiveattitudeBooked aclient for theirupcomingmortgagerenewalBooked a debtconsolidationbecause ofClient ConnectBookan IRPreferralBooked aclient fortheirupcomingGIC renewalBooked 5AppointmentstodayPrinted 2 ClientConnectTransactionsshowingoutsideMortgageMentioned surveywas about yourperformance andclient said theywould give youperfect.Upgradedan accountto save onDebit FeesShowed aclient how topay a billusingOLB/ATM

Client Advisors - 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. Processed a transaction with OLB instead of Wicket.
  2. Showed a client how they can save money with Value Program.
  3. Told client about survey (3)
  4. Booked IRP referral from Client Connect Transactions
  5. Show the client how their transaction can be easy with OLB
  6. Booked MS referral from Client Connect Transactions
  7. You get a compliment on your attention to detail
  8. Told client about survey (1)
  9. You mentioned the client can add a comment to the survey
  10. Fixed a problem for the client and told them about the survey.
  11. Book an MS referral
  12. Told client about survey (2)
  13. Registered a client for OLB
  14. Identified an IRP referral from Client Connect
  15. Client complimented your smile / positive attitude
  16. Booked a client for their upcoming mortgage renewal
  17. Booked a debt consolidation because of Client Connect
  18. Book an IRP referral
  19. Booked a client for their upcoming GIC renewal
  20. Booked 5 Appointments today
  21. Printed 2 Client Connect Transactions showing outside Mortgage
  22. Mentioned survey was about your performance and client said they would give you perfect.
  23. Upgraded an account to save on Debit Fees
  24. Showed a client how to pay a bill using OLB/ATM