Readthrough the3 newBranchPlaybooksExplore the NewPlaybook forPlatform. Share1 specificresource withyour managerHave 5ReferFriendsconversationsHold 5 depositretentionconversationsPartnerReferralEnter acomplaintinResolveSend aHigh Fiveto a branchpartnerShare your"valueStatement"with yourbranch teamSend a HighFive to apartneroutside ofthe branchHave aconversationwith a customerabout mobilebanking alertsHold aHuddle on aproduct ordigitalsolutionSchedule 5pre-setappointmentsWatch thePlaybookvideo forPlatformBankersEnter asuggestioninMyVoiceDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)CustomerReferralIntroduce FFPduring anappointmentwith 5customersEarn a newDigitalAmbassadorBadgeShare aDemo In-Person orvia EmailPartnerReferralAsk a "New"checkingcustomerabout theiraccountIntroduce FFPduring anappointmentwith 10customersDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Visit theCommunityEngagement Hubon Edison. Sharean idea with yourmanagerReadthrough the3 newBranchPlaybooksExplore the NewPlaybook forPlatform. Share1 specificresource withyour managerHave 5ReferFriendsconversationsHold 5 depositretentionconversationsPartnerReferralEnter acomplaintinResolveSend aHigh Fiveto a branchpartnerShare your"valueStatement"with yourbranch teamSend a HighFive to apartneroutside ofthe branchHave aconversationwith a customerabout mobilebanking alertsHold aHuddle on aproduct ordigitalsolutionSchedule 5pre-setappointmentsWatch thePlaybookvideo forPlatformBankersEnter asuggestioninMyVoiceDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)CustomerReferralIntroduce FFPduring anappointmentwith 5customersEarn a newDigitalAmbassadorBadgeShare aDemo In-Person orvia EmailPartnerReferralAsk a "New"checkingcustomerabout theiraccountIntroduce FFPduring anappointmentwith 10customersDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Visit theCommunityEngagement Hubon Edison. Sharean idea with yourmanager

Spring into Q2 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. Read through the 3 new Branch Playbooks
  2. Explore the New Playbook for Platform. Share 1 specific resource with your manager
  3. Have 5 ReferFriends conversations
  4. Hold 5 deposit retention conversations
  5. Partner Referral
  6. Enter a complaint in Resolve
  7. Send a High Five to a branch partner
  8. Share your "value Statement" with your branch team
  9. Send a High Five to a partner outside of the branch
  10. Have a conversation with a customer about mobile banking alerts
  11. Hold a Huddle on a product or digital solution
  12. Schedule 5 pre-set appointments
  13. Watch the Playbook video for Platform Bankers
  14. Enter a suggestion in MyVoice
  15. Deepen your relationship with a "New" checking customer (savings or Credit)
  16. Customer Referral
  17. Introduce FFP during an appointment with 5 customers
  18. Earn a new Digital Ambassador Badge
  19. Share a Demo In-Person or via Email
  20. Partner Referral
  21. Ask a "New" checking customer about their account
  22. Introduce FFP during an appointment with 10 customers
  23. Deepen your relationship with a "New" checking customer (savings or Credit)
  24. Visit the Community Engagement Hub on Edison. Share an idea with your manager