Webex -Practice a3-way callSendreferral topartnerClear anexceptionReview tellerarea logs -fill in anymissinginitialsCSS -Locate/reviewpendingaccountsTakepicturewith clientReach outto referralpartner -reconnectQuiz self onrequirementsfor $300BonusCheckingDeclutteryourworkspaceRecognizecolleague -Send aWintrustWOWOpen orrefer new$ CD orSAVLocateEaglesystemDiscuss loanoption withclient/prospectCleanATMEnsure allbrochures inbranch areup to dateElan CreditCards-Reviewfeatures &benefitsLogactivity inKadinceRe-strapvault cash>30 daysPlatinumAdventures - Isyourmembershipform up to date(1/24)FindZelle forBusinessSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustSharePoint -locateprintableflyers fromMarketingPrintBank@WorkapplicationWebex -Practice a3-way callSendreferral topartnerClear anexceptionReview tellerarea logs -fill in anymissinginitialsCSS -Locate/reviewpendingaccountsTakepicturewith clientReach outto referralpartner -reconnectQuiz self onrequirementsfor $300BonusCheckingDeclutteryourworkspaceRecognizecolleague -Send aWintrustWOWOpen orrefer new$ CD orSAVLocateEaglesystemDiscuss loanoption withclient/prospectCleanATMEnsure allbrochures inbranch areup to dateElan CreditCards-Reviewfeatures &benefitsLogactivity inKadinceRe-strapvault cash>30 daysPlatinumAdventures - Isyourmembershipform up to date(1/24)FindZelle forBusinessSalesforce- Enter 5activitiesNew businessprospects -visit or calland introduceWintrustSharePoint -locateprintableflyers fromMarketingPrintBank@Workapplication

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