Investment Bingo

Investment Bingo Card
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This bingo card has a free space and 43 words: AHT for the day is 480 or below, ADH for the day is 95% or above, ACW under 60s for a day, AHT down 60s from yesterday, ADH up 5% from yesterday, Took over 25 calls in one day, Used less than 10 minutes of personal time in one day, 100% adherence for the day, Answered an options Q, Explained the difference between market and limit orders, Answered a margin Q, Explained settlement times, Explained a good faith violation, walked a client through chase.com, explained that RMDs are not required for 2020, explained the difference between YIT and YIP, Referred a client to a competent tax advisor, Provided balance only, Provided 5 or more stock quotes in one call, Changed a clients address in ICAMS, Received a call about retail banking CD, helped a Controller, helped a Feeler, helped a Entertainer, helped a Thinker, De-escalated a complaint, Recapped all my calls, Reiterated client Q's before authenticating, Asked the clients if they needed anything else, Receive praise from a client today, Made small talk with the client (i.e. how are you), Received a call review with a 100% score, Made a client laugh on the call, Received no quality alerts for the month, Submitted a 5 keys this week, Answered 3 Symphony questions today, Participated in a ESAT activity this month, Joined a BRG, Introduce yourself to Kathleen/Management, Said good morning/afternoon in team chat, Received a 5 key this week, Client made a joke about the stock market and Had a zoom meeting with another rep.

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