Sendreferral topartnerFindZelle forBusinessSharePoint -locateprintableflyers fromMarketingNew businessprospects -visit or calland introduceWintrustPlatinumAdventures - Isyourmembershipform up to date(1/24)Re-strapvault cash>30 daysCSS -Locate/reviewpendingaccountsElan CreditCards-Reviewfeatures &benefitsQuiz self onrequirementsfor $300BonusCheckingOpen orrefer new$ CD orSAVRecognizecolleague -Send aWintrustWOWClear anexceptionReview tellerarea logs -fill in anymissinginitialsSalesforce- Enter 5activitiesDeclutteryourworkspaceCleanATMPrintBank@WorkapplicationLogactivity inKadinceWebex -Practice a3-way callLocateEaglesystemTakepicturewith clientReach outto referralpartner -reconnectEnsure allbrochures inbranch areup to dateDiscuss loanoption withclient/prospectSendreferral topartnerFindZelle forBusinessSharePoint -locateprintableflyers fromMarketingNew businessprospects -visit or calland introduceWintrustPlatinumAdventures - Isyourmembershipform up to date(1/24)Re-strapvault cash>30 daysCSS -Locate/reviewpendingaccountsElan CreditCards-Reviewfeatures &benefitsQuiz self onrequirementsfor $300BonusCheckingOpen orrefer new$ CD orSAVRecognizecolleague -Send aWintrustWOWClear anexceptionReview tellerarea logs -fill in anymissinginitialsSalesforce- Enter 5activitiesDeclutteryourworkspaceCleanATMPrintBank@WorkapplicationLogactivity inKadinceWebex -Practice a3-way callLocateEaglesystemTakepicturewith clientReach outto referralpartner -reconnectEnsure allbrochures inbranch areup to dateDiscuss loanoption withclient/prospect

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