Send a cardto a clientthankingthenTalk tosomeoneaboutonline/mobilebankingReview aSM profilewith Sonyaor MichelleSet anapt forRBFollow-upon apendingreferralSharesomethingyou learn inan email tothe teamOffer anon-clienta checkingaccountTellsomeoneto have agreat day!Inform aclientabout bill-payAnswerthe phonebefore the3rd ring 2XUse 2 of thescripts thatBrittany sentout in Q1emailSendout 5CC fliersTalk to abusinessclientabout TMUse acustomer'sname duringtheconversation5XSend aTEAMCardHold thedoor fora clientRun atransitbatch foreveryoneEmail theteam of asuccessyou hadGive out asucker ordog treatTalk tosomeoneaboutWealthTalk to a clientwho doesn'thave oneabout gettinga debit card."WelcometoPremier"3XDo aTo-DotaskInput notesor anintroductioninto CallTrax5XSend a cardto a clientthankingthenTalk tosomeoneaboutonline/mobilebankingReview aSM profilewith Sonyaor MichelleSet anapt forRBFollow-upon apendingreferralSharesomethingyou learn inan email tothe teamOffer anon-clienta checkingaccountTellsomeoneto have agreat day!Inform aclientabout bill-payAnswerthe phonebefore the3rd ring 2XUse 2 of thescripts thatBrittany sentout in Q1emailSendout 5CC fliersTalk to abusinessclientabout TMUse acustomer'sname duringtheconversation5XSend aTEAMCardHold thedoor fora clientRun atransitbatch foreveryoneEmail theteam of asuccessyou hadGive out asucker ordog treatTalk tosomeoneaboutWealthTalk to a clientwho doesn'thave oneabout gettinga debit card."WelcometoPremier"3XDo aTo-DotaskInput notesor anintroductioninto CallTrax5X

Premier Bank BINGO - 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. Send a card to a client thanking then
  2. Talk to someone about online/mobile banking
  3. Review a SM profile with Sonya or Michelle
  4. Set an apt for RB
  5. Follow-up on a pending referral
  6. Share something you learn in an email to the team
  7. Offer a non-client a checking account
  8. Tell someone to have a great day!
  9. Inform a client about bill-pay
  10. Answer the phone before the 3rd ring 2X
  11. Use 2 of the scripts that Brittany sent out in Q1 email
  12. Send out 5 CC fliers
  13. Talk to a business client about TM
  14. Use a customer's name during the conversation 5X
  15. Send a TEAM Card
  16. Hold the door for a client
  17. Run a transit batch for everyone
  18. Email the team of a success you had
  19. Give out a sucker or dog treat
  20. Talk to someone about Wealth
  21. Talk to a client who doesn't have one about getting a debit card.
  22. "Welcome to Premier" 3X
  23. Do a To-Do task
  24. Input notes or an introduction into CallTrax 5X