1 HourTellerTimeMyRetirementPlanGive Out 5BusinessCards(askfor referralsStageDirect 30MinutesWork AllTellerReferralsWork AllContactEventsOut of Wayto Please(tellstory to M.O)Give aColleague aComplimentENAKENAK5OutboundCalls(notfollow ups)S.H.I.N.E3 CompleteFinancialPrioritySheetsUse 3PointValueStatementCustomizedSummaryDiscussBenefitsof a WFPartnerMyRetirementPlanMYCOGServiceSignal3ScheduledAppts5OutboundCalls(notfollow ups)Send AllThankYouEmailsMYCOG7 CustomerInteractions1 HourTellerTimeMyRetirementPlanGive Out 5BusinessCards(askfor referralsStageDirect 30MinutesWork AllTellerReferralsWork AllContactEventsOut of Wayto Please(tellstory to M.O)Give aColleague aComplimentENAKENAK5OutboundCalls(notfollow ups)S.H.I.N.E3 CompleteFinancialPrioritySheetsUse 3PointValueStatementCustomizedSummaryDiscussBenefitsof a WFPartnerMyRetirementPlanMYCOGServiceSignal3ScheduledAppts5OutboundCalls(notfollow ups)Send AllThankYouEmailsMYCOG7 CustomerInteractions

BANKER - 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. 1 Hour Teller Time
  2. My Retirement Plan
  3. Give Out 5 Business Cards(ask for referrals
  4. Stage Direct 30 Minutes
  5. Work All Teller Referrals
  6. Work All Contact Events
  7. Out of Way to Please(tell story to M.O)
  8. Give a Colleague a Compliment
  9. ENAK
  10. ENAK
  11. 5 Outbound Calls(not follow ups)
  12. S.H.I.N.E
  13. 3 Complete Financial Priority Sheets
  14. Use 3 Point Value Statement
  15. Customized Summary
  16. Discuss Benefits of a WF Partner
  17. My Retirement Plan
  18. MYCOG
  19. Service Signal
  20. 3 Scheduled Appts
  21. 5 Outbound Calls(not follow ups)
  22. Send All Thank You Emails
  23. MYCOG
  24. 7 Customer Interactions