Webex -Practice a3-way callFindZelle forBusinessPrintBank@WorkapplicationReach outto referralpartner -reconnectRe-strapvault cash>30 daysRecognizecolleague -Send aWintrustWOWSendreferral topartnerSalesforce- Enter 5activitiesPlatinumAdventures - Isyourmembershipform up to date(1/24)Discuss loanoption withclient/prospectSharePoint -locateprintableflyers fromMarketingClear anexceptionOpen orrefer new$ CD orSAVLocateEaglesystemDeclutteryourworkspaceCSS -Locate/reviewpendingaccountsQuiz self onrequirementsfor $300BonusCheckingReview tellerarea logs -fill in anymissinginitialsElan CreditCards-Reviewfeatures &benefitsEnsure allbrochures inbranch areup to dateNew businessprospects -visit or calland introduceWintrustTakepicturewith clientCleanATMLogactivity inKadinceWebex -Practice a3-way callFindZelle forBusinessPrintBank@WorkapplicationReach outto referralpartner -reconnectRe-strapvault cash>30 daysRecognizecolleague -Send aWintrustWOWSendreferral topartnerSalesforce- Enter 5activitiesPlatinumAdventures - Isyourmembershipform up to date(1/24)Discuss loanoption withclient/prospectSharePoint -locateprintableflyers fromMarketingClear anexceptionOpen orrefer new$ CD orSAVLocateEaglesystemDeclutteryourworkspaceCSS -Locate/reviewpendingaccountsQuiz self onrequirementsfor $300BonusCheckingReview tellerarea logs -fill in anymissinginitialsElan CreditCards-Reviewfeatures &benefitsEnsure allbrochures inbranch areup to dateNew businessprospects -visit or calland introduceWintrustTakepicturewith clientCleanATMLogactivity inKadince

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