Speak to 1customerabout CashFlowSolutionsSubmit1 CCAppCompletea CDRolloverAsk a clientabout what theydo inemergencies(listen for loancues)Give 2CreditCardBrochuresTake MyTime 5Days in aRowSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsHave 3Credit CardConvos atPODComplete3 Casesfor ClientsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Help aclient inthe CSROfficeSubmit 1HELOCAPPAnswerthe phone3 timesComplete5EnlightensTalk to 1customer atPod aboutHELOCsMake a list of 5New BusinessEntities nearbyfor BlitzingComplete 1OperationalDuty forMonthSubmit a2x2x2 inSalesforceGreet 5customersby name asthey come inSubmit1 WIGReferralSubmit 1MortgageReferralMake 5PhoneCalls fromHH ListSubmit 1Referral(Choice)Create aPre-callPlanner forBusinessCustomerSpeak to 1customerabout CashFlowSolutionsSubmit1 CCAppCompletea CDRolloverAsk a clientabout what theydo inemergencies(listen for loancues)Give 2CreditCardBrochuresTake MyTime 5Days in aRowSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsHave 3Credit CardConvos atPODComplete3 Casesfor ClientsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Help aclient inthe CSROfficeSubmit 1HELOCAPPAnswerthe phone3 timesComplete5EnlightensTalk to 1customer atPod aboutHELOCsMake a list of 5New BusinessEntities nearbyfor BlitzingComplete 1OperationalDuty forMonthSubmit a2x2x2 inSalesforceGreet 5customersby name asthey come inSubmit1 WIGReferralSubmit 1MortgageReferralMake 5PhoneCalls fromHH ListSubmit 1Referral(Choice)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. Speak to 1 customer about Cash Flow Solutions
  2. Submit 1 CC App
  3. Complete a CD Rollover
  4. Ask a client about what they do in emergencies (listen for loan cues)
  5. Give 2 Credit Card Brochures
  6. Take My Time 5 Days in a Row
  7. Set 1 Appt for Lynn with Business Customer for Cash Flow Solutions
  8. Have 3 Credit Card Convos at POD
  9. Complete 3 Cases for Clients
  10. Ask 1 Business Customer How they accept Payments? (Listen for Merchant Cues)
  11. Help a client in the CSR Office
  12. Submit 1 HELOC APP
  13. Answer the phone 3 times
  14. Complete 5 Enlightens
  15. Talk to 1 customer at Pod about HELOCs
  16. Make a list of 5 New Business Entities nearby for Blitzing
  17. Complete 1 Operational Duty for Month
  18. Submit a 2x2x2 in Salesforce
  19. Greet 5 customers by name as they come in
  20. Submit 1 WIG Referral
  21. Submit 1 Mortgage Referral
  22. Make 5 Phone Calls from HH List
  23. Submit 1 Referral (Choice)
  24. Create a Pre-call Planner for Business Customer