NewBusinessAccountUpdateScorecard& 1x1 Formfor 1x1Referralto PrivateBankingReferraltoExpressReferraltoTreasuryReferraltoWealthNewEINTook CCApplicationLead aKickstartEnterTask forConvoReferraltoMortgageEnterOpportunityinSalesforceComplete aComplianceCourseSet UpTask ForFollow UpReferraltoMerchantHad aGreatConvo w/ClientHelped aFellowAssociate10 SBCampaignConvosReferralto SBBankingRole PlayScenariow/AssociateBookedLoanTookHELOC /HEILApplicationEnter anEnlightenCompletea Monthly/ QuarterlyAuditNewBusinessAccountUpdateScorecard& 1x1 Formfor 1x1Referralto PrivateBankingReferraltoExpressReferraltoTreasuryReferraltoWealthNewEINTook CCApplicationLead aKickstartEnterTask forConvoReferraltoMortgageEnterOpportunityinSalesforceComplete aComplianceCourseSet UpTask ForFollow UpReferraltoMerchantHad aGreatConvo w/ClientHelped aFellowAssociate10 SBCampaignConvosReferralto SBBankingRole PlayScenariow/AssociateBookedLoanTookHELOC /HEILApplicationEnter 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.


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