Referralto PrivateBankingEnterOpportunityinSalesforceBookedLoanReferraltoTreasuryReferraltoExpressEnter anEnlightenNewEINHad aGreatConvo w/ClientTookHELOC /HEILApplicationTook CCApplication10 SBCampaignConvosEnterTask forConvoReferralto SBBankingReferraltoWealthNewBusinessAccountSet UpTask ForFollow UpReferraltoMortgageCompletea Monthly/ QuarterlyAuditHelped aFellowAssociateRole PlayScenariow/AssociateReferraltoMerchantComplete aComplianceCourseLead aKickstartUpdateScorecard& 1x1 Formfor 1x1Referralto PrivateBankingEnterOpportunityinSalesforceBookedLoanReferraltoTreasuryReferraltoExpressEnter anEnlightenNewEINHad aGreatConvo w/ClientTookHELOC /HEILApplicationTook CCApplication10 SBCampaignConvosEnterTask forConvoReferralto SBBankingReferraltoWealthNewBusinessAccountSet UpTask ForFollow UpReferraltoMortgageCompletea Monthly/ QuarterlyAuditHelped aFellowAssociateRole PlayScenariow/AssociateReferraltoMerchantComplete aComplianceCourseLead aKickstartUpdateScorecard& 1x1 Formfor 1x1

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