DiscussBenefitsof a WFPartnerMyRetirementPlan5OutboundCalls(notfollow ups)Send AllThankYouEmailsWork AllContactEvents3 CompleteFinancialPrioritySheetsUse 3PointValueStatementStageDirect 30MinutesServiceSignalS.H.I.N.EGive Out 5BusinessCards(askfor referralsOut of Wayto Please(tellstory to M.O)CustomizedSummaryMYCOG1 HourTellerTimeMyRetirementPlanMYCOGENAK7 CustomerInteractionsENAKWork AllTellerReferralsGive aColleague aCompliment5OutboundCalls(notfollow ups)3ScheduledApptsDiscussBenefitsof a WFPartnerMyRetirementPlan5OutboundCalls(notfollow ups)Send AllThankYouEmailsWork AllContactEvents3 CompleteFinancialPrioritySheetsUse 3PointValueStatementStageDirect 30MinutesServiceSignalS.H.I.N.EGive Out 5BusinessCards(askfor referralsOut of Wayto Please(tellstory to M.O)CustomizedSummaryMYCOG1 HourTellerTimeMyRetirementPlanMYCOGENAK7 CustomerInteractionsENAKWork AllTellerReferralsGive aColleague aCompliment5OutboundCalls(notfollow ups)3ScheduledAppts

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