Update aclients profile -phone number,email, addressFind outhow manychildren aclient hasSend outyour self-apply creditcard flier 5XGive out asucker ordog treatShare afun factwith yourteamInform aclientabout billpayTalk tosomeoneaboutWealthWelcometo Premier- 5XTalk to abiz clientabout TMSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Hold thedoor fora clientInputNotes or aReferral inCallTraxFollow-upon apendingreferralReview a SMprofile andset a followup to reachback outOffer aclient adebit cardWhen printinga debit card,have a creditcardconversationSend aTEAMcardRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneabout onlineor mobilebankingComplimenta client -shirt, car,shoes, hair,etc.Ask a clientabout theirweekendplansHand outour GoogleReviewcardsUse acustomer'sname duringyourconversation -5XRole-playwith a co-worker abouta product wehaveFindsomeonefrom outof stateSet a futureappointmentfor Sonya orBrittanyUpdate aclients profile -phone number,email, addressFind outhow manychildren aclient hasSend outyour self-apply creditcard flier 5XGive out asucker ordog treatShare afun factwith yourteamInform aclientabout billpayTalk tosomeoneaboutWealthWelcometo Premier- 5XTalk to abiz clientabout TMSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Hold thedoor fora clientInputNotes or aReferral inCallTraxFollow-upon apendingreferralReview a SMprofile andset a followup to reachback outOffer aclient adebit cardWhen printinga debit card,have a creditcardconversationSend aTEAMcardRun a TransitBatch forEVERYONErunning adrawerTalk tosomeoneabout onlineor mobilebankingComplimenta client -shirt, car,shoes, hair,etc.Ask a clientabout theirweekendplansHand outour GoogleReviewcardsUse acustomer'sname duringyourconversation -5XRole-playwith a co-worker abouta product wehaveFindsomeonefrom outof stateSet 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
  1. Update a clients profile - phone number, email, address
  2. Find out how many children a client has
  3. Send out your self-apply credit card flier 5X
  4. Give out a sucker or dog treat
  5. Share a fun fact with your team
  6. Inform a client about bill pay
  7. Talk to someone about Wealth
  8. Welcome to Premier - 5X
  9. Talk to a biz client about TM
  10. Send a card to a client in the mail (thank you, thinking of them for something going on, etc)
  11. Hold the door for a client
  12. Input Notes or a Referral in CallTrax
  13. Follow-up on a pending referral
  14. Review a SM profile and set a follow up to reach back out
  15. Offer a client a debit card
  16. When printing a debit card, have a credit card conversation
  17. Send a TEAM card
  18. Run a Transit Batch for EVERYONE running a drawer
  19. Talk to someone about online or mobile banking
  20. Compliment a client - shirt, car, shoes, hair, etc.
  21. Ask a client about their weekend plans
  22. Hand out our Google Review cards
  23. Use a customer's name during your conversation - 5X
  24. Role-play with a co-worker about a product we have
  25. Find someone from out of state
  26. Set a future appointment for Sonya or Brittany