Greet 5customersby name asthey come inComplete5EnlightensComplete3 Casesfor ClientsSubmit1 WIGReferralSubmit 1Referral(Choice)Have 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsMake 5PhoneCalls fromHH ListSubmit a2x2x2 inSalesforceAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Submit1 CCAppCreate aPre-callPlanner forBusinessCustomerComplete 1OperationalDuty forMonthAsk a clientabout what theydo inemergencies(listen for loancues)Take MyTime 5Days in aRowSpeak to 1customerabout CashFlowSolutionsGive 2CreditCardBrochuresSubmit 1HELOCAPPAnswerthe phone3 timesCompletea CDRolloverSubmit 1MortgageReferralMake a list of 5New BusinessEntities nearbyfor BlitzingTalk to 1customer atPod aboutHELOCsHelp aclient inthe CSROfficeGreet 5customersby name asthey come inComplete5EnlightensComplete3 Casesfor ClientsSubmit1 WIGReferralSubmit 1Referral(Choice)Have 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsMake 5PhoneCalls fromHH ListSubmit a2x2x2 inSalesforceAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Submit1 CCAppCreate aPre-callPlanner forBusinessCustomerComplete 1OperationalDuty forMonthAsk a clientabout what theydo inemergencies(listen for loancues)Take MyTime 5Days in aRowSpeak to 1customerabout CashFlowSolutionsGive 2CreditCardBrochuresSubmit 1HELOCAPPAnswerthe phone3 timesCompletea CDRolloverSubmit 1MortgageReferralMake a list of 5New BusinessEntities nearbyfor BlitzingTalk to 1customer atPod aboutHELOCsHelp aclient inthe CSROffice

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