Show theclient how theirtransactioncan be easywith OLBShowed aclient how topay a billusingOLB/ATMProcessed atransactionwith OLBinstead ofWicket.Booked IRPreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailIdentified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsPrinted 2 ClientConnectTransactionsshowingoutsideMortgageFixed aproblem for theclient and toldthem about thesurvey.Registereda client forOLBUpgradedan accountto save onDebit FeesBooked 5AppointmentstodayShowed a clienthow they cansave moneywith ValueProgram.Youmentioned theclient can adda comment tothe surveyMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient fortheirupcomingGIC renewalClientcomplimentedyour smile /positiveattitudeBookan IRPreferralTold clientaboutsurvey (1)Bookan MSreferralBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (2)Booked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (3)Show theclient how theirtransactioncan be easywith OLBShowed aclient how topay a billusingOLB/ATMProcessed atransactionwith OLBinstead ofWicket.Booked IRPreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailIdentified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsPrinted 2 ClientConnectTransactionsshowingoutsideMortgageFixed aproblem for theclient and toldthem about thesurvey.Registereda client forOLBUpgradedan accountto save onDebit FeesBooked 5AppointmentstodayShowed a clienthow they cansave moneywith ValueProgram.Youmentioned theclient can adda comment tothe surveyMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient fortheirupcomingGIC renewalClientcomplimentedyour smile /positiveattitudeBookan IRPreferralTold clientaboutsurvey (1)Bookan MSreferralBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (2)Booked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (3)

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