financial advisor

financial advisor Bingo Card
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This bingo card has a free space and 24 words: I said Good Morning today, An Agreement was signed, I addressed my call aheads, Made a Welcome call, Added a new shout out on board, Addressed my leads, Helped a fellow CSR, Addressed a major concern w/ customer, Made 2 sales in one day, Dealt with an irate customer, Complimen-ted a fellow CSR, Increased my preformance #'s, Customer gave me a compliment, Said "happy to help" to 5 customers, Treated a CSR with respect, Stayed professional for entire shift, Maintained a good voice level, Had a strange call request, Congratula-ted someone, Participated in a team building exercise, Helped a technician, Up-sold a customer, Used a customers name on call and "Is there anything else" 10 times.

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