Set a futureappointmentfor Sonya orBrittanyFollow-upon apendingreferralSend outyour self-apply creditcard flier 5XHold thedoor fora clientRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneaboutWealthInputNotes or aReferral inCallTraxShare afun factwith yourteamHand outour GoogleReviewcardsReview a SMprofile andset a followup to reachback outUpdate aclients profile -phone number,email, addressWelcometo Premier- 5XOffer aclient adebit cardSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Send aTEAMcardComplimenta client -shirt, car,shoes, hair,etc.Use acustomer'sname duringyourconversation -5XFind outhow manychildren aclient hasWhen printinga debit card,have a creditcardconversationFindsomeonefrom outof stateTalk tosomeoneabout onlineor mobilebankingTalk to abiz clientabout TMAsk a clientabout theirweekendplansInform aclientabout billpayRole-playwith a co-worker abouta product wehaveGive out asucker ordog treatSet a futureappointmentfor Sonya orBrittanyFollow-upon apendingreferralSend outyour self-apply creditcard flier 5XHold thedoor fora clientRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneaboutWealthInputNotes or aReferral inCallTraxShare afun factwith yourteamHand outour GoogleReviewcardsReview a SMprofile andset a followup to reachback outUpdate aclients profile -phone number,email, addressWelcometo Premier- 5XOffer aclient adebit cardSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Send aTEAMcardComplimenta client -shirt, car,shoes, hair,etc.Use acustomer'sname duringyourconversation -5XFind outhow manychildren aclient hasWhen printinga debit card,have a creditcardconversationFindsomeonefrom outof stateTalk tosomeoneabout onlineor mobilebankingTalk to abiz clientabout TMAsk a clientabout theirweekendplansInform aclientabout billpayRole-playwith a co-worker abouta product wehaveGive out asucker ordog treat

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