LocateEaglesystemRe-strapvault cash>30 daysElan CreditCards-Reviewfeatures &benefitsSharePoint -locateprintableflyers fromMarketingWebex -Practice a3-way callEnsure allbrochures inbranch areup to dateClear anexceptionReview tellerarea logs -fill in anymissinginitialsReach outto referralpartner -reconnectSendreferral topartnerTakepicturewith clientCSS -Locate/reviewpendingaccountsPlatinumAdventures - Isyourmembershipform up to date(1/24)Logactivity inKadinceSalesforce- Enter 5activitiesQuiz self onrequirementsfor $300BonusCheckingPrintBank@WorkapplicationNew businessprospects -visit or calland introduceWintrustDeclutteryourworkspaceOpen orrefer new$ CD orSAVCleanATMFindZelle forBusinessDiscuss loanoption withclient/prospectRecognizecolleague -Send aWintrustWOWLocateEaglesystemRe-strapvault cash>30 daysElan CreditCards-Reviewfeatures &benefitsSharePoint -locateprintableflyers fromMarketingWebex -Practice a3-way callEnsure allbrochures inbranch areup to dateClear anexceptionReview tellerarea logs -fill in anymissinginitialsReach outto referralpartner -reconnectSendreferral topartnerTakepicturewith clientCSS -Locate/reviewpendingaccountsPlatinumAdventures - Isyourmembershipform up to date(1/24)Logactivity inKadinceSalesforce- Enter 5activitiesQuiz self onrequirementsfor $300BonusCheckingPrintBank@WorkapplicationNew businessprospects -visit or calland introduceWintrustDeclutteryourworkspaceOpen orrefer new$ CD orSAVCleanATMFindZelle forBusinessDiscuss loanoption withclient/prospectRecognizecolleague -Send aWintrustWOW

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