Complete5EnlightensSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresGreet 5customersby name asthey come inTalk to 1customer atPod aboutHELOCsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Complete3 Casesfor ClientsSpeak to 1customerabout CashFlowSolutionsSubmit1 CCAppCreate aPre-callPlanner forBusinessCustomerMake a list of 5New BusinessEntities nearbyfor BlitzingTake MyTime 5Days in aRowComplete 1OperationalDuty forMonthSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsSubmit1 WIGReferralAsk a clientabout what theydo inemergencies(listen for loancues)Submit 1Referral(Choice)Have 3Credit CardConvos atPODSubmit 1HELOCAPPHelp aclient inthe CSROfficeAnswerthe phone3 timesMake 5PhoneCalls fromHH ListSubmit 1MortgageReferralCompletea CDRolloverComplete5EnlightensSubmit a2x2x2 inSalesforceGive 2CreditCardBrochuresGreet 5customersby name asthey come inTalk to 1customer atPod aboutHELOCsAsk 1 BusinessCustomer Howthey acceptPayments?(Listen forMerchant Cues)Complete3 Casesfor ClientsSpeak to 1customerabout CashFlowSolutionsSubmit1 CCAppCreate aPre-callPlanner forBusinessCustomerMake a list of 5New BusinessEntities nearbyfor BlitzingTake MyTime 5Days in aRowComplete 1OperationalDuty forMonthSet 1 Appt forLynn withBusinessCustomer forCash FlowSolutionsSubmit1 WIGReferralAsk a clientabout what theydo inemergencies(listen for loancues)Submit 1Referral(Choice)Have 3Credit CardConvos atPODSubmit 1HELOCAPPHelp aclient inthe CSROfficeAnswerthe phone3 timesMake 5PhoneCalls fromHH ListSubmit 1MortgageReferralCompletea CDRollover

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