Reach outto referralpartner -reconnectDiscuss loanoption withclient/prospectFindZelle forBusinessTakepicturewith clientCleanATMNew businessprospects -visit or calland introduceWintrustRe-strapvault cash>30 daysWebex -Practice a3-way callRecognizecolleague -Send aWintrustWOWCSS -Locate/reviewpendingaccountsOpen orrefer new$ CD orSAVReview tellerarea logs -fill in anymissinginitialsSendreferral topartnerLogactivity inKadincePrintBank@WorkapplicationSalesforce- Enter 5activitiesPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingLocateEaglesystemElan CreditCards-Reviewfeatures &benefitsEnsure allbrochures inbranch areup to dateQuiz self onrequirementsfor $300BonusCheckingDeclutteryourworkspaceClear anexceptionReach outto referralpartner -reconnectDiscuss loanoption withclient/prospectFindZelle forBusinessTakepicturewith clientCleanATMNew businessprospects -visit or calland introduceWintrustRe-strapvault cash>30 daysWebex -Practice a3-way callRecognizecolleague -Send aWintrustWOWCSS -Locate/reviewpendingaccountsOpen orrefer new$ CD orSAVReview tellerarea logs -fill in anymissinginitialsSendreferral topartnerLogactivity inKadincePrintBank@WorkapplicationSalesforce- Enter 5activitiesPlatinumAdventures - Isyourmembershipform up to date(1/24)SharePoint -locateprintableflyers fromMarketingLocateEaglesystemElan CreditCards-Reviewfeatures &benefitsEnsure allbrochures inbranch areup to dateQuiz self onrequirementsfor $300BonusCheckingDeclutteryourworkspaceClear anexception

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