CustomerReferralReadthrough the3 newBranchPlaybooksHave aconversationwith a customerabout mobilebanking alertsShare your"valueStatement"with yourbranch teamShare aDemo In-Person orvia EmailEnter asuggestioninMyVoiceSend aHigh Fiveto a branchpartnerPartnerReferralSchedule 5pre-setappointmentsVisit theCommunityEngagement Hubon Edison. Sharean idea with yourmanagerHold aHuddle on aproduct ordigitalsolutionHave 5ReferFriendsconversationsSend a HighFive to apartneroutside ofthe branchDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Introduce FFPduring anappointmentwith 5customersEarn a newDigitalAmbassadorBadgeAsk a "New"checkingcustomerabout theiraccountHold 5 depositretentionconversationsPartnerReferralDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Enter acomplaintinResolveWatch thePlaybookvideo forPlatformBankersIntroduce FFPduring anappointmentwith 10customersExplore the NewPlaybook forPlatform. Share1 specificresource withyour managerCustomerReferralReadthrough the3 newBranchPlaybooksHave aconversationwith a customerabout mobilebanking alertsShare your"valueStatement"with yourbranch teamShare aDemo In-Person orvia EmailEnter asuggestioninMyVoiceSend aHigh Fiveto a branchpartnerPartnerReferralSchedule 5pre-setappointmentsVisit theCommunityEngagement Hubon Edison. Sharean idea with yourmanagerHold aHuddle on aproduct ordigitalsolutionHave 5ReferFriendsconversationsSend a HighFive to apartneroutside ofthe branchDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Introduce FFPduring anappointmentwith 5customersEarn a newDigitalAmbassadorBadgeAsk a "New"checkingcustomerabout theiraccountHold 5 depositretentionconversationsPartnerReferralDeepen yourrelationship witha "New" checkingcustomer(savings orCredit)Enter acomplaintinResolveWatch thePlaybookvideo forPlatformBankersIntroduce FFPduring anappointmentwith 10customersExplore the NewPlaybook forPlatform. Share1 specificresource withyour manager

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