Find outhow manychildren aclient hasWhen printinga debit card,have a creditcardconversationTalk tosomeoneaboutWealthRun a TransitBatch forEVERYONErunning adrawerSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Update aclients profile -phone number,email, addressComplimenta client -shirt, car,shoes, hair,etc.Use acustomer'sname duringyourconversation -5XFollow-upon apendingreferralOffer aclient adebit cardRole-playwith a co-worker abouta product wehaveInform aclientabout billpayHold thedoor fora clientHand outour GoogleReviewcardsTalk to abiz clientabout TMShare afun factwith yourteamWelcometo Premier- 5XGive out asucker ordog treatAsk a clientabout theirweekendplansFindsomeonefrom outof stateInputNotes or aReferral inCallTraxSend aTEAMcardTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback outSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittanyFind outhow manychildren aclient hasWhen printinga debit card,have a creditcardconversationTalk tosomeoneaboutWealthRun a TransitBatch forEVERYONErunning adrawerSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Update aclients profile -phone number,email, addressComplimenta client -shirt, car,shoes, hair,etc.Use acustomer'sname duringyourconversation -5XFollow-upon apendingreferralOffer aclient adebit cardRole-playwith a co-worker abouta product wehaveInform aclientabout billpayHold thedoor fora clientHand outour GoogleReviewcardsTalk to abiz clientabout TMShare afun factwith yourteamWelcometo Premier- 5XGive out asucker ordog treatAsk a clientabout theirweekendplansFindsomeonefrom outof stateInputNotes or aReferral inCallTraxSend aTEAMcardTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback outSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittany

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