Review tellerarea logs -fill in anymissinginitialsReach outto referralpartner -reconnectDeclutteryourworkspaceSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustTakepicturewith clientPrintBank@WorkapplicationOpen orrefer new$ CD orSAVLogactivity inKadinceDiscuss loanoption withclient/prospectQuiz self onrequirementsfor $300BonusCheckingRecognizecolleague -Send aWintrustWOWRe-strapvault cash>30 daysEnsure allbrochures inbranch areup to dateSendreferral topartnerElan CreditCards-Reviewfeatures &benefitsWebex -Practice a3-way callPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingLocateEaglesystemCSS -Locate/reviewpendingaccountsClear anexceptionFindZelle forBusinessCleanATMReview tellerarea logs -fill in anymissinginitialsReach outto referralpartner -reconnectDeclutteryourworkspaceSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustTakepicturewith clientPrintBank@WorkapplicationOpen orrefer new$ CD orSAVLogactivity inKadinceDiscuss loanoption withclient/prospectQuiz self onrequirementsfor $300BonusCheckingRecognizecolleague -Send aWintrustWOWRe-strapvault cash>30 daysEnsure allbrochures inbranch areup to dateSendreferral topartnerElan CreditCards-Reviewfeatures &benefitsWebex -Practice a3-way callPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingLocateEaglesystemCSS -Locate/reviewpendingaccountsClear anexceptionFindZelle forBusinessCleanATM

Wintrust - 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. Review teller area logs - fill in any missing initials
  2. Reach out to referral partner - reconnect
  3. Declutter your workspace
  4. Salesforce - Enter 5 activities
  5. New business prospects - visit or call and introduce Wintrust
  6. Take picture with client
  7. Print Bank@Work application
  8. Open or refer new $ CD or SAV
  9. Log activity in Kadince
  10. Discuss loan option with client/prospect
  11. Quiz self on requirements for $300 Bonus Checking
  12. Recognize colleague - Send a Wintrust WOW
  13. Re-strap vault cash >30 days
  14. Ensure all brochures in branch are up to date
  15. Send referral to partner
  16. Elan Credit Cards- Review features & benefits
  17. Webex - Practice a 3-way call
  18. Platinum Adventures - Is your membership form up to date (1/24)
  19. SharePoint - locate printable flyers from Marketing
  20. Locate Eagle system
  21. CSS - Locate/review pending accounts
  22. Clear an exception
  23. Find Zelle for Business
  24. Clean ATM