ENAKUse 3PointValueStatementStageDirect 30MinutesS.H.I.N.EWork AllTellerReferralsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)ENAK3 CompleteFinancialPrioritySheets3ScheduledApptsGive aColleague aComplimentMyRetirementPlanServiceSignalGive Out 5BusinessCards(askfor referralsOut of Wayto Please(tellstory to M.O)MyRetirementPlan5OutboundCalls(notfollow ups)CustomizedSummaryWork AllContactEventsMYCOGSend AllThankYouEmailsMYCOG1 HourTellerTime7 CustomerInteractionsENAKUse 3PointValueStatementStageDirect 30MinutesS.H.I.N.EWork AllTellerReferralsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)ENAK3 CompleteFinancialPrioritySheets3ScheduledApptsGive aColleague aComplimentMyRetirementPlanServiceSignalGive Out 5BusinessCards(askfor referralsOut of Wayto Please(tellstory to M.O)MyRetirementPlan5OutboundCalls(notfollow ups)CustomizedSummaryWork AllContactEventsMYCOGSend AllThankYouEmailsMYCOG1 HourTellerTime7 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. ENAK
  2. Use 3 Point Value Statement
  3. Stage Direct 30 Minutes
  4. S.H.I.N.E
  5. Work All Teller Referrals
  6. Discuss Benefits of a WF Partner
  7. 5 Outbound Calls(not follow ups)
  8. ENAK
  9. 3 Complete Financial Priority Sheets
  10. 3 Scheduled Appts
  11. Give a Colleague a Compliment
  12. My Retirement Plan
  13. Service Signal
  14. Give Out 5 Business Cards(ask for referrals
  15. Out of Way to Please(tell story to M.O)
  16. My Retirement Plan
  17. 5 Outbound Calls(not follow ups)
  18. Customized Summary
  19. Work All Contact Events
  20. MYCOG
  21. Send All Thank You Emails
  22. MYCOG
  23. 1 Hour Teller Time
  24. 7 Customer Interactions