When printinga debit card,have a creditcardconversationInform aclientabout billpayUse acustomer'sname duringyourconversation -5XSend aTEAMcardShare afun factwith yourteamRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneaboutWealthRole-playwith a co-worker abouta product wehaveComplimenta client -shirt, car,shoes, hair,etc.Send a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Update aclients profile -phone number,email, addressHand outour GoogleReviewcardsOffer aclient adebit cardTalk to abiz clientabout TMGive out asucker ordog treatFindsomeonefrom outof stateHold thedoor fora clientFollow-upon apendingreferralInputNotes or aReferral inCallTraxWelcometo Premier- 5XSet a futureappointmentfor Sonya orBrittanyAsk a clientabout theirweekendplansSend outyour self-apply creditcard flier 5XFind outhow manychildren aclient hasTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback outWhen printinga debit card,have a creditcardconversationInform aclientabout billpayUse acustomer'sname duringyourconversation -5XSend aTEAMcardShare afun factwith yourteamRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneaboutWealthRole-playwith a co-worker abouta product wehaveComplimenta client -shirt, car,shoes, hair,etc.Send a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Update aclients profile -phone number,email, addressHand outour GoogleReviewcardsOffer aclient adebit cardTalk to abiz clientabout TMGive out asucker ordog treatFindsomeonefrom outof stateHold thedoor fora clientFollow-upon apendingreferralInputNotes or aReferral inCallTraxWelcometo Premier- 5XSet a futureappointmentfor Sonya orBrittanyAsk a clientabout theirweekendplansSend outyour self-apply creditcard flier 5XFind outhow manychildren aclient hasTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback out

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