New businessprospects -visit or calland introduceWintrustOpen orrefer new$ CD orSAVElan CreditCards-Reviewfeatures &benefitsClear anexceptionQuiz self onrequirementsfor $300BonusCheckingDiscuss loanoption withclient/prospectLogactivity inKadinceCleanATMPlatinumAdventures - Isyourmembershipform up to date(1/24)Salesforce- Enter 5activitiesReach outto referralpartner -reconnectRecognizecolleague -Send aWintrustWOWLocateEaglesystemReview tellerarea logs -fill in anymissinginitialsWebex -Practice a3-way callCSS -Locate/reviewpendingaccountsTakepicturewith clientSharePoint -locateprintableflyers fromMarketingPrintBank@WorkapplicationRe-strapvault cash>30 daysFindZelle forBusinessDeclutteryourworkspaceSendreferral topartnerEnsure allbrochures inbranch areup to dateNew businessprospects -visit or calland introduceWintrustOpen orrefer new$ CD orSAVElan CreditCards-Reviewfeatures &benefitsClear anexceptionQuiz self onrequirementsfor $300BonusCheckingDiscuss loanoption withclient/prospectLogactivity inKadinceCleanATMPlatinumAdventures - Isyourmembershipform up to date(1/24)Salesforce- Enter 5activitiesReach outto referralpartner -reconnectRecognizecolleague -Send aWintrustWOWLocateEaglesystemReview tellerarea logs -fill in anymissinginitialsWebex -Practice a3-way callCSS -Locate/reviewpendingaccountsTakepicturewith clientSharePoint -locateprintableflyers fromMarketingPrintBank@WorkapplicationRe-strapvault cash>30 daysFindZelle forBusinessDeclutteryourworkspaceSendreferral topartnerEnsure allbrochures inbranch areup to date

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