Send aTEAMcardTalk tosomeoneaboutWealthSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Give out asucker ordog treatHold thedoor fora clientSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittanyFind outhow manychildren aclient hasFindsomeonefrom outof stateTalk tosomeoneabout onlineor mobilebankingShare afun factwith yourteamAsk a clientabout theirweekendplansUse acustomer'sname duringyourconversation -5XInputNotes or aReferral inCallTraxOffer aclient adebit cardRun a TransitBatch forEVERYONErunning adrawerRole-playwith a co-worker abouta product wehaveFollow-upon apendingreferralInform aclientabout billpayComplimenta client -shirt, car,shoes, hair,etc.When printinga debit card,have a creditcardconversationTalk to abiz clientabout TMReview a SMprofile andset a followup to reachback outWelcometo Premier- 5XHand outour GoogleReviewcardsUpdate aclients profile -phone number,email, addressSend aTEAMcardTalk tosomeoneaboutWealthSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Give out asucker ordog treatHold thedoor fora clientSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittanyFind outhow manychildren aclient hasFindsomeonefrom outof stateTalk tosomeoneabout onlineor mobilebankingShare afun factwith yourteamAsk a clientabout theirweekendplansUse acustomer'sname duringyourconversation -5XInputNotes or aReferral inCallTraxOffer aclient adebit cardRun a TransitBatch forEVERYONErunning adrawerRole-playwith a co-worker abouta product wehaveFollow-upon apendingreferralInform aclientabout billpayComplimenta client -shirt, car,shoes, hair,etc.When printinga debit card,have a creditcardconversationTalk to abiz clientabout TMReview a SMprofile andset a followup to reachback outWelcometo Premier- 5XHand outour GoogleReviewcardsUpdate aclients profile -phone number,email, address

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