Role PlayScenariow/AssociateReferralto PrivateBankingHad aGreatConvo w/ClientUpdateScorecard& 1x1 Formfor 1x1NewBusinessAccountTook CCApplicationEnterOpportunityinSalesforceSet UpTask ForFollow UpHelped aFellowAssociate10 SBCampaignConvosReferraltoTreasuryComplete aComplianceCourseTookHELOC /HEILApplicationBookedLoanReferraltoExpressReferraltoMerchantLead aKickstartReferralto SBBankingEnterTask forConvoReferraltoWealthNewEINReferraltoMortgageEnter anEnlightenCompletea Monthly/ QuarterlyAuditRole PlayScenariow/AssociateReferralto PrivateBankingHad aGreatConvo w/ClientUpdateScorecard& 1x1 Formfor 1x1NewBusinessAccountTook CCApplicationEnterOpportunityinSalesforceSet UpTask ForFollow UpHelped aFellowAssociate10 SBCampaignConvosReferraltoTreasuryComplete aComplianceCourseTookHELOC /HEILApplicationBookedLoanReferraltoExpressReferraltoMerchantLead aKickstartReferralto SBBankingEnterTask forConvoReferraltoWealthNewEINReferraltoMortgageEnter anEnlightenCompletea Monthly/ QuarterlyAudit

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