3 CompleteFinancialPrioritySheetsENAKCustomizedSummaryMYCOG7 CustomerInteractions5OutboundCalls(notfollow ups)Work AllContactEventsENAK3ScheduledApptsGive Out 5BusinessCards(askfor referralsSend AllThankYouEmailsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)S.H.I.N.EMyRetirementPlanServiceSignalWork AllTellerReferrals1 HourTellerTimeUse 3PointValueStatementStageDirect 30MinutesMYCOGMyRetirementPlanGive aColleague aComplimentOut of Wayto Please(tellstory to M.O)3 CompleteFinancialPrioritySheetsENAKCustomizedSummaryMYCOG7 CustomerInteractions5OutboundCalls(notfollow ups)Work AllContactEventsENAK3ScheduledApptsGive Out 5BusinessCards(askfor referralsSend AllThankYouEmailsDiscussBenefitsof a WFPartner5OutboundCalls(notfollow ups)S.H.I.N.EMyRetirementPlanServiceSignalWork AllTellerReferrals1 HourTellerTimeUse 3PointValueStatementStageDirect 30MinutesMYCOGMyRetirementPlanGive aColleague aComplimentOut of Wayto Please(tellstory to M.O)

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