FindZelle forBusinessCSS -Locate/reviewpendingaccountsEnsure allbrochures inbranch areup to dateClear anexceptionQuiz self onrequirementsfor $300BonusCheckingLocateEaglesystemOpen orrefer new$ CD orSAVElan CreditCards-Reviewfeatures &benefitsDiscuss loanoption withclient/prospectReach outto referralpartner -reconnectNew businessprospects -visit or calland introduceWintrustTakepicturewith clientWebex -Practice a3-way callSalesforce- Enter 5activitiesRe-strapvault cash>30 daysReview tellerarea logs -fill in anymissinginitialsLogactivity inKadincePrintBank@WorkapplicationSendreferral topartnerRecognizecolleague -Send aWintrustWOWSharePoint -locateprintableflyers fromMarketingCleanATMPlatinumAdventures - Isyourmembershipform up to date(1/24)DeclutteryourworkspaceFindZelle forBusinessCSS -Locate/reviewpendingaccountsEnsure allbrochures inbranch areup to dateClear anexceptionQuiz self onrequirementsfor $300BonusCheckingLocateEaglesystemOpen orrefer new$ CD orSAVElan CreditCards-Reviewfeatures &benefitsDiscuss loanoption withclient/prospectReach outto referralpartner -reconnectNew businessprospects -visit or calland introduceWintrustTakepicturewith clientWebex -Practice a3-way callSalesforce- Enter 5activitiesRe-strapvault cash>30 daysReview tellerarea logs -fill in anymissinginitialsLogactivity inKadincePrintBank@WorkapplicationSendreferral topartnerRecognizecolleague -Send aWintrustWOWSharePoint -locateprintableflyers fromMarketingCleanATMPlatinumAdventures - Isyourmembershipform up to date(1/24)Declutteryourworkspace

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