Complete 1OperationalDuty forMonthSubmit 1MortgageReferralCompletea CDRolloverAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Create aPre-callPlanner forBusinessCustomerMake a list of 5New BusinessEntities nearbyfor BlitzingGreet 5customersby name asthey come inSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresAnswerthe phone3 timesTake MyTime 5Days in aRowSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsSubmit1 WIGReferralSubmit 1Referral(Choice)Have 3Credit CardConvos atPODComplete5EnlightensSubmit1 CCAppMake 5PhoneCalls fromHH ListHelp aclient inthe CSROfficeTalk to 1customer atPod aboutHELOCsSpeak to 1customerabout CashFlowSolutionsSubmit 1HELOCAPPAsk a clientabout what theydo inemergencies(listen for loancues)Complete3 Casesfor ClientsComplete 1OperationalDuty forMonthSubmit 1MortgageReferralCompletea CDRolloverAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Create aPre-callPlanner forBusinessCustomerMake a list of 5New BusinessEntities nearbyfor BlitzingGreet 5customersby name asthey come inSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresAnswerthe phone3 timesTake MyTime 5Days in aRowSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsSubmit1 WIGReferralSubmit 1Referral(Choice)Have 3Credit CardConvos atPODComplete5EnlightensSubmit1 CCAppMake 5PhoneCalls fromHH ListHelp aclient inthe CSROfficeTalk to 1customer atPod aboutHELOCsSpeak to 1customerabout CashFlowSolutionsSubmit 1HELOCAPPAsk a clientabout what theydo inemergencies(listen for loancues)Complete3 Casesfor Clients

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.


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