This bingo card has a free space and 24 words: Changed an Address, Set a Portfolio Review, Sent a check to a client, Used AVS, referenced client commitment, Reversed a Fee, Scheduled an appointment, Transfered funds for a client, Located RMD for client, Sent client checks or deposit slips, Reset a Password, Mailed a client statement, Identified PCET/RF/ PRF acct and xferd, uncovered additional client need, Assisted with Online Access, Told client RMD amount, Walked client through CRA, Asked someone near me for help, Walked client through TOD, Used the term "roadmap", Used Siebel to find FSA handling acct, Used ORC for help, Located available cash in account and Built rapport with client.
ISR Bingo | Q2 Digital Banking | Weekend BINGO | Tax Department | Trader BINGO
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