PlatinumAdventures - Isyourmembershipform up to date(1/24)Recognizecolleague -Send aWintrustWOWRe-strapvault cash>30 daysDiscuss loanoption withclient/prospectCleanATMLogactivity inKadinceElan CreditCards-Reviewfeatures &benefitsPrintBank@WorkapplicationSharePoint -locateprintableflyers fromMarketingQuiz self onrequirementsfor $300BonusCheckingClear anexceptionOpen orrefer new$ CD orSAVLocateEaglesystemTakepicturewith clientDeclutteryourworkspaceFindZelle forBusinessSendreferral topartnerWebex -Practice a3-way callReach outto referralpartner -reconnectReview tellerarea logs -fill in anymissinginitialsNew businessprospects -visit or calland introduceWintrustSalesforce- Enter 5activitiesCSS -Locate/reviewpendingaccountsEnsure allbrochures inbranch areup to datePlatinumAdventures - Isyourmembershipform up to date(1/24)Recognizecolleague -Send aWintrustWOWRe-strapvault cash>30 daysDiscuss loanoption withclient/prospectCleanATMLogactivity inKadinceElan CreditCards-Reviewfeatures &benefitsPrintBank@WorkapplicationSharePoint -locateprintableflyers fromMarketingQuiz self onrequirementsfor $300BonusCheckingClear anexceptionOpen orrefer new$ CD orSAVLocateEaglesystemTakepicturewith clientDeclutteryourworkspaceFindZelle forBusinessSendreferral topartnerWebex -Practice a3-way callReach outto referralpartner -reconnectReview tellerarea logs -fill in anymissinginitialsNew businessprospects -visit or calland introduceWintrustSalesforce- Enter 5activitiesCSS -Locate/reviewpendingaccountsEnsure allbrochures inbranch areup to date

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