Have 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsCreate aPre-callPlanner forBusinessCustomerGreet 5customersby name asthey come inSpeak to 1customerabout CashFlowSolutionsAsk a clientabout what theydo inemergencies(listen for loancues)Submit1 WIGReferralComplete5EnlightensAnswerthe phone3 timesTake MyTime 5Days in aRowMake 5PhoneCalls fromHH ListComplete 1OperationalDuty forMonthSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresSubmit 1MortgageReferralSubmit1 CCAppCompletea CDRolloverTalk to 1customer atPod aboutHELOCsComplete3 Casesfor ClientsSubmit 1Referral(Choice)Submit 1HELOCAPPHelp aclient inthe CSROfficeMake a list of 5New BusinessEntities nearbyfor BlitzingAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Have 3Credit CardConvos atPODSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsCreate aPre-callPlanner forBusinessCustomerGreet 5customersby name asthey come inSpeak to 1customerabout CashFlowSolutionsAsk a clientabout what theydo inemergencies(listen for loancues)Submit1 WIGReferralComplete5EnlightensAnswerthe phone3 timesTake MyTime 5Days in aRowMake 5PhoneCalls fromHH ListComplete 1OperationalDuty forMonthSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresSubmit 1MortgageReferralSubmit1 CCAppCompletea CDRolloverTalk to 1customer atPod aboutHELOCsComplete3 Casesfor ClientsSubmit 1Referral(Choice)Submit 1HELOCAPPHelp aclient inthe CSROfficeMake a list of 5New BusinessEntities nearbyfor BlitzingAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)

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