Recognizecolleague -Send aWintrustWOWSendreferral topartnerDeclutteryourworkspaceCSS -Locate/reviewpendingaccountsReach outto referralpartner -reconnectCleanATMQuiz self onrequirementsfor $300BonusCheckingLocateEaglesystemRe-strapvault cash>30 daysEnsure allbrochures inbranch areup to dateReview tellerarea logs -fill in anymissinginitialsDiscuss loanoption withclient/prospectPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingOpen orrefer new$ CD orSAVPrintBank@WorkapplicationClear anexceptionWebex -Practice a3-way callSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustElan CreditCards-Reviewfeatures &benefitsTakepicturewith clientLogactivity inKadinceFindZelle forBusinessRecognizecolleague -Send aWintrustWOWSendreferral topartnerDeclutteryourworkspaceCSS -Locate/reviewpendingaccountsReach outto referralpartner -reconnectCleanATMQuiz self onrequirementsfor $300BonusCheckingLocateEaglesystemRe-strapvault cash>30 daysEnsure allbrochures inbranch areup to dateReview tellerarea logs -fill in anymissinginitialsDiscuss loanoption withclient/prospectPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingOpen orrefer new$ CD orSAVPrintBank@WorkapplicationClear anexceptionWebex -Practice a3-way callSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustElan CreditCards-Reviewfeatures &benefitsTakepicturewith clientLogactivity inKadinceFindZelle forBusiness

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