Role-playwith a co-worker abouta product wehaveWhen printinga debit card,have a creditcardconversationTalk tosomeoneaboutWealthHold thedoor fora clientFind outhow manychildren aclient hasInputNotes or aReferral inCallTraxComplimenta client -shirt, car,shoes, hair,etc.Findsomeonefrom outof stateUse acustomer'sname duringyourconversation -5XUpdate aclients profile -phone number,email, addressShare afun factwith yourteamSend aTEAMcardFollow-upon apendingreferralInform aclientabout billpayWelcometo Premier- 5XTalk to abiz clientabout TMOffer aclient adebit cardRun a TransitBatch forEVERYONErunning adrawerGive out asucker ordog treatAsk a clientabout theirweekendplansHand outour GoogleReviewcardsSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Set a futureappointmentfor Sonya orBrittanyTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback outSend outyour self-apply creditcard flier 5XRole-playwith a co-worker abouta product wehaveWhen printinga debit card,have a creditcardconversationTalk tosomeoneaboutWealthHold thedoor fora clientFind outhow manychildren aclient hasInputNotes or aReferral inCallTraxComplimenta client -shirt, car,shoes, hair,etc.Findsomeonefrom outof stateUse acustomer'sname duringyourconversation -5XUpdate aclients profile -phone number,email, addressShare afun factwith yourteamSend aTEAMcardFollow-upon apendingreferralInform aclientabout billpayWelcometo Premier- 5XTalk to abiz clientabout TMOffer aclient adebit cardRun a TransitBatch forEVERYONErunning adrawerGive out asucker ordog treatAsk a clientabout theirweekendplansHand outour GoogleReviewcardsSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)Set a futureappointmentfor Sonya orBrittanyTalk tosomeoneabout onlineor mobilebankingReview a SMprofile andset a followup to reachback outSend outyour self-apply creditcard flier 5X

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