5OutboundCalls(notfollow ups)ServiceSignalGive Out 5BusinessCards(askfor referralsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)ENAKS.H.I.N.EStageDirect 30MinutesUse 3PointValueStatementMyRetirementPlanMYCOGWork AllTellerReferrals3 CompleteFinancialPrioritySheets7 CustomerInteractionsWork AllContactEventsGive aColleague aComplimentCustomizedSummaryOut of Wayto Please(tellstory to M.O)ENAKSend AllThankYouEmails1 HourTellerTime3ScheduledApptsMYCOGMyRetirementPlan5OutboundCalls(notfollow ups)ServiceSignalGive Out 5BusinessCards(askfor referralsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)ENAKS.H.I.N.EStageDirect 30MinutesUse 3PointValueStatementMyRetirementPlanMYCOGWork AllTellerReferrals3 CompleteFinancialPrioritySheets7 CustomerInteractionsWork AllContactEventsGive aColleague aComplimentCustomizedSummaryOut of Wayto Please(tellstory to M.O)ENAKSend AllThankYouEmails1 HourTellerTime3ScheduledApptsMYCOGMyRetirementPlan

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