(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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Learn about customers top financial priorities
Schedule an appointment
Ask an open ended question
Have your manager complete a DBE on you
Complete your banker workbook
Ask a customer for referrals
Lead a team huddle
Have your manager complete a DBE on you
Match customers needs to how WF can help
Thank customer by name for their business
Practice your 3 point value statement
Learn what your customer is doing for the holidays
Preplan day with your manager
Discover how a customer manages & grows their money and plans for the future
Practice Meet the Customer with your manager
Give away a pony
Set a future contact event
Use a benefits statement
Have manager meet your customer
Share something on your Team Member plan with a peer or manager
Use your 3 point value statement with a customer
Ask a customer about their top priorities
Deliver a customized summary to a customer
Say meow during a conversation with manager or peer
