ReferraltoMerchantRole PlayScenariow/AssociateHad aGreatConvo w/ClientLead aKickstartNewEINTook CCApplicationComplete aComplianceCourse10 SBCampaignConvosUpdateScorecard& 1x1 Formfor 1x1Completea Monthly/ QuarterlyAuditReferraltoMortgageReferralto SBBankingEnterOpportunityinSalesforceReferraltoExpressEnter anEnlightenEnterTask forConvoBookedLoanTookHELOC /HEILApplicationNewBusinessAccountReferralto PrivateBankingSet UpTask ForFollow UpReferraltoWealthHelped aFellowAssociateReferraltoTreasuryReferraltoMerchantRole PlayScenariow/AssociateHad aGreatConvo w/ClientLead aKickstartNewEINTook CCApplicationComplete aComplianceCourse10 SBCampaignConvosUpdateScorecard& 1x1 Formfor 1x1Completea Monthly/ QuarterlyAuditReferraltoMortgageReferralto SBBankingEnterOpportunityinSalesforceReferraltoExpressEnter anEnlightenEnterTask forConvoBookedLoanTookHELOC /HEILApplicationNewBusinessAccountReferralto PrivateBankingSet UpTask ForFollow UpReferraltoWealthHelped aFellowAssociateReferraltoTreasury

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