This bingo card has a free space and 24 words: Process an RMD via Check and EFT, Process a ROE, Answer 45+ calls in a day, Have a hold % of 35% or less, Have a hold time of 2 minutes or less, Assist an office in money movement to a DAF (can be a case creation or helping an office in ICP), Help send an IRA One Time via DocuSign, Help fill out/send an AMA or standing payment form, Take a picture of you enjoying a delicious bagel in the office, Process an RMD via a journal, Have a case load of 5 or less by end of day, Help assist at least 2 house accounts in a day, Receive a call on something that is past its deadline (LOL), Submit a shine on award for someone who deserves it, Submit a raving fan, Have an ACW < 1 Minute, Learn something new about one of your co-workers, Assist office in updating an RMD plan, Reach out to a coworker to wish Happy Holidays, Either open/edit an account in Digital Onboarding, Set up a periodic plan within a Retirment account, Set up a Periodic plan in a non Retirment account, Help process an in kind Journal and Reach out to Shane and tell him what an amazing job he did on this (Lol).
The SC's Year End Bingo Blast | Account Services BINGO | Trader BINGO | CEB BINGO | MSR Bingo
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