5OutboundCalls(notfollow ups)3ScheduledApptsCustomizedSummaryMYCOGDiscussBenefitsof a WFPartnerWork AllTellerReferralsUse 3PointValueStatementMyRetirementPlanServiceSignalENAKWork AllContactEvents7 CustomerInteractionsGive Out 5BusinessCards(askfor referrals5OutboundCalls(notfollow ups)MyRetirementPlanS.H.I.N.ESend AllThankYouEmailsENAKStageDirect 30MinutesGive aColleague aComplimentMYCOGOut of Wayto Please(tellstory to M.O)1 HourTellerTime3 CompleteFinancialPrioritySheets5OutboundCalls(notfollow ups)3ScheduledApptsCustomizedSummaryMYCOGDiscussBenefitsof a WFPartnerWork AllTellerReferralsUse 3PointValueStatementMyRetirementPlanServiceSignalENAKWork AllContactEvents7 CustomerInteractionsGive Out 5BusinessCards(askfor referrals5OutboundCalls(notfollow ups)MyRetirementPlanS.H.I.N.ESend AllThankYouEmailsENAKStageDirect 30MinutesGive aColleague aComplimentMYCOGOut of Wayto Please(tellstory to M.O)1 HourTellerTime3 CompleteFinancialPrioritySheets

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