BookedLoanReferraltoExpress10 SBCampaignConvosHad aGreatConvo w/ClientReferralto SBBankingEnter anEnlightenNewEINReferraltoMortgageEnterTask forConvoEnterOpportunityinSalesforceCompletea Monthly/ QuarterlyAuditReferraltoMerchantReferralto PrivateBankingNewBusinessAccountLead aKickstartTookHELOC /HEILApplicationRole PlayScenariow/AssociateSet UpTask ForFollow UpReferraltoTreasuryTook CCApplicationUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateComplete aComplianceCourseReferraltoWealthBookedLoanReferraltoExpress10 SBCampaignConvosHad aGreatConvo w/ClientReferralto SBBankingEnter anEnlightenNewEINReferraltoMortgageEnterTask forConvoEnterOpportunityinSalesforceCompletea Monthly/ QuarterlyAuditReferraltoMerchantReferralto PrivateBankingNewBusinessAccountLead aKickstartTookHELOC /HEILApplicationRole PlayScenariow/AssociateSet UpTask ForFollow UpReferraltoTreasuryTook CCApplicationUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateComplete aComplianceCourseReferraltoWealth

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.


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