Ensure allbrochures inbranch areup to dateQuiz self onrequirementsfor $300BonusCheckingReach outto referralpartner -reconnectDiscuss loanoption withclient/prospectElan CreditCards-Reviewfeatures &benefitsCleanATMDeclutteryourworkspaceLogactivity inKadinceFindZelle forBusinessOpen orrefer new$ CD orSAVRe-strapvault cash>30 daysSalesforce- Enter 5activitiesClear anexceptionReview tellerarea logs -fill in anymissinginitialsSharePoint -locateprintableflyers fromMarketingPlatinumAdventures - Isyourmembershipform up to date(1/24)Recognizecolleague -Send aWintrustWOWLocateEaglesystemWebex -Practice a3-way callSendreferral topartnerTakepicturewith clientPrintBank@WorkapplicationCSS -Locate/reviewpendingaccountsNew businessprospects -visit or calland introduceWintrustEnsure allbrochures inbranch areup to dateQuiz self onrequirementsfor $300BonusCheckingReach outto referralpartner -reconnectDiscuss loanoption withclient/prospectElan CreditCards-Reviewfeatures &benefitsCleanATMDeclutteryourworkspaceLogactivity inKadinceFindZelle forBusinessOpen orrefer new$ CD orSAVRe-strapvault cash>30 daysSalesforce- Enter 5activitiesClear anexceptionReview tellerarea logs -fill in anymissinginitialsSharePoint -locateprintableflyers fromMarketingPlatinumAdventures - Isyourmembershipform up to date(1/24)Recognizecolleague -Send aWintrustWOWLocateEaglesystemWebex -Practice a3-way callSendreferral topartnerTakepicturewith clientPrintBank@WorkapplicationCSS -Locate/reviewpendingaccountsNew businessprospects -visit or calland introduceWintrust

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