NewBusinessAccountReferraltoTreasuryLead aKickstartReferraltoWealthTookHELOC /HEILApplicationSet UpTask ForFollow UpCompletea Monthly/ QuarterlyAuditReferralto PrivateBankingEnterOpportunityinSalesforceEnter anEnlightenComplete aComplianceCourseHelped aFellowAssociateEnterTask forConvo10 SBCampaignConvosNewEINReferraltoMortgageUpdateScorecard& 1x1 Formfor 1x1Role PlayScenariow/AssociateReferralto SBBankingHad aGreatConvo w/ClientReferraltoExpressBookedLoanTook CCApplicationReferraltoMerchantNewBusinessAccountReferraltoTreasuryLead aKickstartReferraltoWealthTookHELOC /HEILApplicationSet UpTask ForFollow UpCompletea Monthly/ QuarterlyAuditReferralto PrivateBankingEnterOpportunityinSalesforceEnter anEnlightenComplete aComplianceCourseHelped aFellowAssociateEnterTask forConvo10 SBCampaignConvosNewEINReferraltoMortgageUpdateScorecard& 1x1 Formfor 1x1Role PlayScenariow/AssociateReferralto SBBankingHad aGreatConvo w/ClientReferraltoExpressBookedLoanTook CCApplicationReferraltoMerchant

March's 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
  1. New Business Account
  2. Referral to Treasury
  3. Lead a Kickstart
  4. Referral to Wealth
  5. Took HELOC / HEIL Application
  6. Set Up Task For Follow Up
  7. Complete a Monthly / Quarterly Audit
  8. Referral to Private Banking
  9. Enter Opportunity in Salesforce
  10. Enter an Enlighten
  11. Complete a Compliance Course
  12. Helped a Fellow Associate
  13. Enter Task for Convo
  14. 10 SB Campaign Convos
  15. New EIN
  16. Referral to Mortgage
  17. Update Scorecard & 1x1 Form for 1x1
  18. Role Play Scenario w/ Associate
  19. Referral to SB Banking
  20. Had a Great Convo w/ Client
  21. Referral to Express
  22. Booked Loan
  23. Took CC Application
  24. Referral to Merchant