NewMMAopenedDiscussBaZingbenefits withcustomerMail 10checkingacct lettersfor the weekSigncustomer upfor FirstLadies/ ClubVogueMade 10phonecalls forthe weekNewCheckingaccountopenedNewCheckingaccountopenedNewCheckingaccountopenedMail 10MMA/ CDletters forthe weekSigncustomer upfor sign &save (savingsrequired)Follow upwithcustomerabout OnlinebankingSigncustomer upfor sign &save (savingsrequired)New CDopened(new moneyONLY)Made 4phonecalls forthe weekCreatedcustomerpipelineCreatedcustomerpipelineSendBaZing linkfor newaccount(s)Get onecustomerrefer afriendNewMMAopenedNewSavingsaccountopenedReviewcustomerdocumentationbefore bookingaccountSent incustomerreferralSent incustomerreferralFollow upwithcustomer fordebit card(new accts)NewMMAopenedDiscussBaZingbenefits withcustomerMail 10checkingacct lettersfor the weekSigncustomer upfor FirstLadies/ ClubVogueMade 10phonecalls forthe weekNewCheckingaccountopenedNewCheckingaccountopenedNewCheckingaccountopenedMail 10MMA/ CDletters forthe weekSigncustomer upfor sign &save (savingsrequired)Follow upwithcustomerabout OnlinebankingSigncustomer upfor sign &save (savingsrequired)New CDopened(new moneyONLY)Made 4phonecalls forthe weekCreatedcustomerpipelineCreatedcustomerpipelineSendBaZing linkfor newaccount(s)Get onecustomerrefer afriendNewMMAopenedNewSavingsaccountopenedReviewcustomerdocumentationbefore bookingaccountSent incustomerreferralSent incustomerreferralFollow upwithcustomer fordebit card(new accts)

Account 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 MMA opened
  2. Discuss BaZing benefits with customer
  3. Mail 10 checking acct letters for the week
  4. Sign customer up for First Ladies/ Club Vogue
  5. Made 10 phone calls for the week
  6. New Checking account opened
  7. New Checking account opened
  8. New Checking account opened
  9. Mail 10 MMA/ CD letters for the week
  10. Sign customer up for sign & save (savings required)
  11. Follow up with customer about Online banking
  12. Sign customer up for sign & save (savings required)
  13. New CD opened (new money ONLY)
  14. Made 4 phone calls for the week
  15. Created customer pipeline
  16. Created customer pipeline
  17. Send BaZing link for new account(s)
  18. Get one customer refer a friend
  19. New MMA opened
  20. New Savings account opened
  21. Review customer documentation before booking account
  22. Sent in customer referral
  23. Sent in customer referral
  24. Follow up with customer for debit card (new accts)