Talk to 1customer atPod aboutHELOCsSubmit a2x2x2 inSalesforceHave 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsCompletea CDRolloverSubmit 1HELOCAPPMake a list of 5New BusinessEntities nearbyfor BlitzingSubmit 1Referral(Choice)Submit 1MortgageReferralCreate aPre-callPlanner forBusinessCustomerSubmit1 WIGReferralAnswerthe phone3 timesHelp aclient inthe CSROfficeSpeak to 1customerabout CashFlowSolutionsGreet 5customersby name asthey come inComplete3 Casesfor ClientsAsk a clientabout what theydo inemergencies(listen for loancues)Complete5EnlightensSubmit1 CCAppGive 2CreditCardBrochuresAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Complete 1OperationalDuty forMonthMake 5PhoneCalls fromHH ListTake MyTime 5Days in aRowTalk to 1customer atPod aboutHELOCsSubmit a2x2x2 inSalesforceHave 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsCompletea CDRolloverSubmit 1HELOCAPPMake a list of 5New BusinessEntities nearbyfor BlitzingSubmit 1Referral(Choice)Submit 1MortgageReferralCreate aPre-callPlanner forBusinessCustomerSubmit1 WIGReferralAnswerthe phone3 timesHelp aclient inthe CSROfficeSpeak to 1customerabout CashFlowSolutionsGreet 5customersby name asthey come inComplete3 Casesfor ClientsAsk a clientabout what theydo inemergencies(listen for loancues)Complete5EnlightensSubmit1 CCAppGive 2CreditCardBrochuresAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Complete 1OperationalDuty forMonthMake 5PhoneCalls fromHH ListTake MyTime 5Days in aRow

WSFS BANK BROOMALL - 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. Talk to 1 customer at Pod about HELOCs
  2. Submit a 2x2x2 in Salesforce
  3. Have 3 Credit Card Convos at POD
  4. Set 1 Appt for Lynn with Business Customer for Cash Flow Solutions
  5. Complete a CD Rollover
  6. Submit 1 HELOC APP
  7. Make a list of 5 New Business Entities nearby for Blitzing
  8. Submit 1 Referral (Choice)
  9. Submit 1 Mortgage Referral
  10. Create a Pre-call Planner for Business Customer
  11. Submit 1 WIG Referral
  12. Answer the phone 3 times
  13. Help a client in the CSR Office
  14. Speak to 1 customer about Cash Flow Solutions
  15. Greet 5 customers by name as they come in
  16. Complete 3 Cases for Clients
  17. Ask a client about what they do in emergencies (listen for loan cues)
  18. Complete 5 Enlightens
  19. Submit 1 CC App
  20. Give 2 Credit Card Brochures
  21. Ask 1 Business Customer How they accept Payments? (Listen for Merchant Cues)
  22. Complete 1 Operational Duty for Month
  23. Make 5 Phone Calls from HH List
  24. Take My Time 5 Days in a Row