This bingo card has 16 words: Ran RA Report, Sent a lead through Fire, Help client get funds invested, Sent Ekit on Market Volatility, Scheduled a lead in DAS, Submitted a TOA, Ran HMC tool and sent RA report, Had 2 outbound contacts, Helped client open a managed acct, Sent ekit on Fixed Income, Free!, Have 3 guidance clicks for the day, Made 25 outbound calls, Walked client through how to open an account, account is now opened, Helped with a rollover and Have 2 referrals.
Q2 Digital Banking | Virtual Tools | June Auth Bingo | Recruiter Bingo | Team Steve Bingo
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