Give aColleague aComplimentMyRetirementPlanMYCOG5OutboundCalls(notfollow ups)MYCOGOut of Wayto Please(tellstory to M.O)S.H.I.N.EServiceSignalENAKStageDirect 30MinutesDiscussBenefitsof a WFPartner3ScheduledApptsGive Out 5BusinessCards(askfor referralsWork AllContactEventsCustomizedSummary1 HourTellerTime5OutboundCalls(notfollow ups)ENAK3 CompleteFinancialPrioritySheetsUse 3PointValueStatementWork AllTellerReferrals7 CustomerInteractionsSend AllThankYouEmailsMyRetirementPlanGive aColleague aComplimentMyRetirementPlanMYCOG5OutboundCalls(notfollow ups)MYCOGOut of Wayto Please(tellstory to M.O)S.H.I.N.EServiceSignalENAKStageDirect 30MinutesDiscussBenefitsof a WFPartner3ScheduledApptsGive Out 5BusinessCards(askfor referralsWork AllContactEventsCustomizedSummary1 HourTellerTime5OutboundCalls(notfollow ups)ENAK3 CompleteFinancialPrioritySheetsUse 3PointValueStatementWork AllTellerReferrals7 CustomerInteractionsSend AllThankYouEmailsMyRetirementPlan

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