TookHELOC /HEILApplicationTook CCApplicationSet UpTask ForFollow UpReferralto SBBankingUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateCompletea Monthly/ QuarterlyAuditLead aKickstartEnterOpportunityinSalesforceReferraltoWealthReferraltoMortgageNewEINEnter anEnlightenBookedLoan10 SBCampaignConvosComplete aComplianceCourseReferraltoExpressRole PlayScenariow/AssociateEnterTask forConvoHad aGreatConvo w/ClientReferralto PrivateBankingReferraltoTreasuryNewBusinessAccountReferraltoMerchantTookHELOC /HEILApplicationTook CCApplicationSet UpTask ForFollow UpReferralto SBBankingUpdateScorecard& 1x1 Formfor 1x1Helped aFellowAssociateCompletea Monthly/ QuarterlyAuditLead aKickstartEnterOpportunityinSalesforceReferraltoWealthReferraltoMortgageNewEINEnter anEnlightenBookedLoan10 SBCampaignConvosComplete aComplianceCourseReferraltoExpressRole PlayScenariow/AssociateEnterTask forConvoHad aGreatConvo w/ClientReferralto PrivateBankingReferraltoTreasuryNewBusinessAccountReferraltoMerchant

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