Brooke's Coaching Bingo!

This bingo card has a free space and 24 words: Transfer $100k Term to Client Development, Online Distribution *p/p must be eligible, "Can you tell me a little more about your situation so I can understand what options you have available?", Set up a p/p with a new online account, Use a p/p's name 5 times during the call (ie. Mr. Smith), Tell the p/p they can get their FedEx tracking number on their online account, Password Reset: ask a p/p what they were looking to do online, Ask the p/p if they are familiar with their online account, Value Statement: tell the p/p that you specialize in that type of request, Mention the Confidence Number on the online account, "It looks like you called in recently, can you give me a summary of what you talked about with the previous associate?", Mention the TRP App, Tell the p/p that they can chat or callback in the future, Associate Approved 2 Factor Removal, Read the UPS Disclaimer to the p/p, Walk a p/p through a transaction online instead of submitting it for them, For Online Dist Enabled: Tell the p/p they can sign up to get an email sent to them for their term date, Encourage a p/p to go online to set up 2 Factor, Plug a specific tool/calculator on the OLA Taking out a loan or dist doesn't count, Tell a p/p that they don't have a beneficiary set up yet; Digital Solution to set it up, p/p lives in Maryland, Help a p/p with a Rollover-In on the online account, "I noticed that you're not contributing enough to get your full co. match. Did you want to up your contributions?" and Spanish Transfer.

More like this:

ACCOUNT TRANSFERS | *ERC* | Specialist ADLER Call BINGO! | Digital Banking Bingo CONSUMER | HD Service Desk Bingo