Elan CreditCards-Reviewfeatures &benefitsNew businessprospects -visit or calland introduceWintrustEnsure allbrochures inbranch areup to dateReach outto referralpartner -reconnectSalesforce- Enter 5activitiesCSS -Locate/reviewpendingaccountsWebex -Practice a3-way callQuiz self onrequirementsfor $300BonusCheckingReview tellerarea logs -fill in anymissinginitialsFindZelle forBusinessDiscuss loanoption withclient/prospectPlatinumAdventures - Isyourmembershipform up to date(1/24)Clear anexceptionOpen orrefer new$ CD orSAVPrintBank@WorkapplicationRecognizecolleague -Send aWintrustWOWTakepicturewith clientCleanATMSharePoint -locateprintableflyers fromMarketingLocateEaglesystemLogactivity inKadinceRe-strapvault cash>30 daysDeclutteryourworkspaceSendreferral topartnerElan CreditCards-Reviewfeatures &benefitsNew businessprospects -visit or calland introduceWintrustEnsure allbrochures inbranch areup to dateReach outto referralpartner -reconnectSalesforce- Enter 5activitiesCSS -Locate/reviewpendingaccountsWebex -Practice a3-way callQuiz self onrequirementsfor $300BonusCheckingReview tellerarea logs -fill in anymissinginitialsFindZelle forBusinessDiscuss loanoption withclient/prospectPlatinumAdventures - Isyourmembershipform up to date(1/24)Clear anexceptionOpen orrefer new$ CD orSAVPrintBank@WorkapplicationRecognizecolleague -Send aWintrustWOWTakepicturewith clientCleanATMSharePoint -locateprintableflyers fromMarketingLocateEaglesystemLogactivity inKadinceRe-strapvault cash>30 daysDeclutteryourworkspaceSendreferral topartner

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.


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