Role-playwith a co-worker abouta product wehaveTalk to abiz clientabout TMReview a SMprofile andset a followup to reachback outGive out asucker ordog treatSend outyour self-apply creditcard flier 5XHand outour GoogleReviewcardsFollow-upon apendingreferralUse acustomer'sname duringyourconversation -5XSend aTEAMcardInform aclientabout billpayTalk tosomeoneaboutWealthTalk tosomeoneabout onlineor mobilebankingSet a futureappointmentfor Sonya orBrittanyHold thedoor fora clientShare afun factwith yourteamUpdate aclients profile -phone number,email, addressSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Complimenta client -shirt, car,shoes, hair,etc.Find outhow manychildren aclient hasOffer aclient adebit cardFindsomeonefrom outof stateWelcometo Premier- 5XAsk a clientabout theirweekendplansWhen printinga debit card,have a creditcardconversationRun a TransitBatch forEVERYONErunning adrawerInputNotes or aReferral inCallTraxRole-playwith a co-worker abouta product wehaveTalk to abiz clientabout TMReview a SMprofile andset a followup to reachback outGive out asucker ordog treatSend outyour self-apply creditcard flier 5XHand outour GoogleReviewcardsFollow-upon apendingreferralUse acustomer'sname duringyourconversation -5XSend aTEAMcardInform aclientabout billpayTalk tosomeoneaboutWealthTalk tosomeoneabout onlineor mobilebankingSet a futureappointmentfor Sonya orBrittanyHold thedoor fora clientShare afun factwith yourteamUpdate aclients profile -phone number,email, addressSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Complimenta client -shirt, car,shoes, hair,etc.Find outhow manychildren aclient hasOffer aclient adebit cardFindsomeonefrom outof stateWelcometo Premier- 5XAsk a clientabout theirweekendplansWhen printinga debit card,have a creditcardconversationRun a TransitBatch forEVERYONErunning adrawerInputNotes or aReferral inCallTrax

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. Role-play with a co-worker about a product we have
  2. Talk to a biz client about TM
  3. Review a SM profile and set a follow up to reach back out
  4. Give out a sucker or dog treat
  5. Send out your self-apply credit card flier 5X
  6. Hand out our Google Review cards
  7. Follow-up on a pending referral
  8. Use a customer's name during your conversation - 5X
  9. Send a TEAM card
  10. Inform a client about bill pay
  11. Talk to someone about Wealth
  12. Talk to someone about online or mobile banking
  13. Set a future appointment for Sonya or Brittany
  14. Hold the door for a client
  15. Share a fun fact with your team
  16. Update a clients profile - phone number, email, address
  17. Send a card to a client in the mail (thank you, thinking of them for something going on, etc)
  18. Compliment a client - shirt, car, shoes, hair, etc.
  19. Find out how many children a client has
  20. Offer a client a debit card
  21. Find someone from out of state
  22. Welcome to Premier - 5X
  23. Ask a client about their weekend plans
  24. When printing a debit card, have a credit card conversation
  25. Run a Transit Batch for EVERYONE running a drawer
  26. Input Notes or a Referral in CallTrax