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