Submit 1HELOCAPPComplete3 Casesfor ClientsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Set 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsComplete 1OperationalDuty forMonthSubmit1 WIGReferralAnswerthe phone3 timesSpeak to 1customerabout CashFlowSolutionsMake a list of 5New BusinessEntities nearbyfor BlitzingHelp aclient inthe CSROfficeHave 3Credit CardConvos atPODTalk to 1customer atPod aboutHELOCsCompletea CDRolloverMake 5PhoneCalls fromHH ListSubmit a2x2x2 inSalesforceSubmit 1MortgageReferralSubmit1 CCAppComplete5EnlightensGive 2CreditCardBrochuresSubmit 1Referral(Choice)Take MyTime 5Days in aRowGreet 5customersby name asthey come inAsk a clientabout what theydo inemergencies(listen for loancues)Create aPre-callPlanner forBusinessCustomerSubmit 1HELOCAPPComplete3 Casesfor ClientsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Set 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsComplete 1OperationalDuty forMonthSubmit1 WIGReferralAnswerthe phone3 timesSpeak to 1customerabout CashFlowSolutionsMake a list of 5New BusinessEntities nearbyfor BlitzingHelp aclient inthe CSROfficeHave 3Credit CardConvos atPODTalk to 1customer atPod aboutHELOCsCompletea CDRolloverMake 5PhoneCalls fromHH ListSubmit a2x2x2 inSalesforceSubmit 1MortgageReferralSubmit1 CCAppComplete5EnlightensGive 2CreditCardBrochuresSubmit 1Referral(Choice)Take MyTime 5Days in aRowGreet 5customersby name asthey come inAsk a clientabout what theydo inemergencies(listen for loancues)Create aPre-callPlanner forBusinessCustomer

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