InputNotes or aReferral inCallTraxTalk to abiz clientabout TMUse acustomer'sname duringyourconversation -5XGive out asucker ordog treatUpdate aclients profile -phone number,email, addressSend aTEAMcardInform aclientabout billpayAsk a clientabout theirweekendplansWhen printinga debit card,have a creditcardconversationRole-playwith a co-worker abouta product wehaveFind outhow manychildren aclient hasWelcometo Premier- 5XHand outour GoogleReviewcardsShare afun factwith yourteamFindsomeonefrom outof stateOffer aclient adebit cardSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittanyRun a TransitBatch forEVERYONErunning adrawerComplimenta client -shirt, car,shoes, hair,etc.Review a SMprofile andset a followup to reachback outFollow-upon apendingreferralHold thedoor fora clientSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Talk tosomeoneaboutWealthTalk tosomeoneabout onlineor mobilebankingInputNotes or aReferral inCallTraxTalk to abiz clientabout TMUse acustomer'sname duringyourconversation -5XGive out asucker ordog treatUpdate aclients profile -phone number,email, addressSend aTEAMcardInform aclientabout billpayAsk a clientabout theirweekendplansWhen printinga debit card,have a creditcardconversationRole-playwith a co-worker abouta product wehaveFind outhow manychildren aclient hasWelcometo Premier- 5XHand outour GoogleReviewcardsShare afun factwith yourteamFindsomeonefrom outof stateOffer aclient adebit cardSend outyour self-apply creditcard flier 5XSet a futureappointmentfor Sonya orBrittanyRun a TransitBatch forEVERYONErunning adrawerComplimenta client -shirt, car,shoes, hair,etc.Review a SMprofile andset a followup to reachback outFollow-upon apendingreferralHold thedoor fora clientSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Talk tosomeoneaboutWealthTalk tosomeoneabout onlineor mobilebanking

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