Show three clients how to do an e- deposit Get 2 quality mortgage surveys completed Refer a Smart account opportunity Switch two clients to e- statements (Visa or accounts) Greet five clients by name Refer a Visa card opportunity (not a pop- up) Send an e- Acheiver to a teammate for something you noticed this week What was Holly's role prior to coming to CIBC? Have two discussions from pop-ups Book one credit appointment Identify an investment opportunity Discuss Foreign Cash Online Refer a COPS opportunity (not a pop- up) Accept one pre- approved Visa pop-up Get three successful referrals in one day Refer a PLC opportunity (not a pop- up) Transfer a high Visa balance to client's PLC What kind of car does Kevin drive? Sign up two clients for online banking Show three clients how to send an e-transfer Accept one pre-approved COPS pop- up Refer a new mortgage opportunity What is Vanessa's favorite color? Balance to >$5.00 Show three clients how to do an e- deposit Get 2 quality mortgage surveys completed Refer a Smart account opportunity Switch two clients to e- statements (Visa or accounts) Greet five clients by name Refer a Visa card opportunity (not a pop- up) Send an e- Acheiver to a teammate for something you noticed this week What was Holly's role prior to coming to CIBC? Have two discussions from pop-ups Book one credit appointment Identify an investment opportunity Discuss Foreign Cash Online Refer a COPS opportunity (not a pop- up) Accept one pre- approved Visa pop-up Get three successful referrals in one day Refer a PLC opportunity (not a pop- up) Transfer a high Visa balance to client's PLC What kind of car does Kevin drive? Sign up two clients for online banking Show three clients how to send an e-transfer Accept one pre-approved COPS pop- up Refer a new mortgage opportunity What is Vanessa's favorite color? Balance to >$5.00
(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.
Show three clients how to do an e-deposit
Get 2 quality mortgage surveys completed
Refer a Smart account opportunity
Switch two clients to e-statements (Visa or accounts)
Greet five clients by name
Refer a Visa card opportunity (not a pop-up)
Send an e-Acheiver to a teammate for something you noticed this week
What was Holly's role prior to coming to CIBC?
Have
two discussions from pop-ups
Book one credit appointment
Identify an investment opportunity
Discuss Foreign Cash Online
Refer a COPS opportunity (not a pop-up)
Accept one pre-approved Visa pop-up
Get
three successful referrals in one day
Refer a PLC opportunity (not a pop-up)
Transfer a high Visa balance to client's PLC
What kind of car does Kevin drive?
Sign up two clients for online banking
Show three clients how to send an e-transfer
Accept one pre-approved COPS pop-up
Refer a new mortgage opportunity
What is Vanessa's favorite color?
Balance to >$5.00