Use 3PointValueStatementENAK3 CompleteFinancialPrioritySheetsMyRetirementPlan3ScheduledApptsDiscussBenefitsof a WFPartnerWork AllTellerReferralsGive Out 5BusinessCards(askfor referralsMYCOGOut of Wayto Please(tellstory to M.O)7 CustomerInteractionsENAKMYCOG5OutboundCalls(notfollow ups)5OutboundCalls(notfollow ups)StageDirect 30MinutesServiceSignalWork AllContactEvents1 HourTellerTimeMyRetirementPlanGive aColleague aComplimentSend AllThankYouEmailsS.H.I.N.ECustomizedSummaryUse 3PointValueStatementENAK3 CompleteFinancialPrioritySheetsMyRetirementPlan3ScheduledApptsDiscussBenefitsof a WFPartnerWork AllTellerReferralsGive Out 5BusinessCards(askfor referralsMYCOGOut of Wayto Please(tellstory to M.O)7 CustomerInteractionsENAKMYCOG5OutboundCalls(notfollow ups)5OutboundCalls(notfollow ups)StageDirect 30MinutesServiceSignalWork AllContactEvents1 HourTellerTimeMyRetirementPlanGive aColleague aComplimentSend AllThankYouEmailsS.H.I.N.ECustomizedSummary

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