This bingo card has 24 words: Mutual Fund Trade -Online Walk Through with Client, Settlement Fund to Bank on File - Online Walk Through with Client, Settlement Fund to Bank on File - Placed in CrAVE for Client, Purchase from bank on File to Settlement Fund - Online Walk Through with Client, Purchase from bank on File to Settlement Fund - Placed in CrAVE for Client, Cost Basis Question - Realized Gains/Losses (Walked client online), Cost Basis Question - Unrealized Gains/Losses (Walked client online), Cost Basis Method Elections - Walked client to dividend and Capital gains elections online, Education Savings Account (ESA) - Called contained, Education Savings Account (ESA) - Called transferred, Wire Transfer to a bank on File, AIP - Walked a client online to change/add an Automatic Investment Plan, AWP - Walked a client online to change/add an Automatic Withdraw Plan, Yields - Walked a client through where to find yields or Benchmarks online, Mobile Check Deposit - Walked a client on the app to deposit a check into their account, Tax Form, Agent Authorization -Account Access, Web Registration, Security Code accommodation, Web Navigation, Direct Deposit Set up, RMD - Walking a client online where to find there RMD, RMD - Disclosing the clients RMD for the year (if it is calculated) and Account Service Fee Conversation.
Going the Extra Mile | NESTING BINGO | Schwingo | Q2 Digital Banking | Client Service Call Bingo
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With players vying for a you'll have to call about 7 items before someone wins. There's a 3% chance that a lucky player would win after calling 4 items. Typically, 1 to 2 players will win at the same time.
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