Referralto PrivateBankingReferraltoMortgageRole PlayScenariow/AssociateNewBusinessAccountEnterOpportunityinSalesforceTook CCApplicationReferraltoMerchantTookHELOC /HEILApplicationEnterTask forConvoReferraltoTreasuryUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateLead aKickstartNewEINCompletea Monthly/ QuarterlyAuditBookedLoanSet UpTask ForFollow UpEnter anEnlightenComplete aComplianceCourse10 SBCampaignConvosHad aGreatConvo w/ClientReferraltoWealthReferralto SBBankingReferraltoExpressReferralto PrivateBankingReferraltoMortgageRole PlayScenariow/AssociateNewBusinessAccountEnterOpportunityinSalesforceTook CCApplicationReferraltoMerchantTookHELOC /HEILApplicationEnterTask forConvoReferraltoTreasuryUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateLead aKickstartNewEINCompletea Monthly/ QuarterlyAuditBookedLoanSet UpTask ForFollow UpEnter anEnlightenComplete aComplianceCourse10 SBCampaignConvosHad aGreatConvo w/ClientReferraltoWealthReferralto SBBankingReferraltoExpress

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