This bingo card has a free space and 24 words: Send an e-card to a teammate, Increase digital delivery to 5 clients, Send Paul and Tara your goal sheet from Good, Better, Best, Sign a client up for My Merrill, Send a best practice idea to the NNE Email box to be shared with teammates at a later date, Use COBE to open a new account, Use a Salesforce Action Plan Template, Review statement linking report and make sure its up to date., Send an e-communication out, Check CTS and OSR, Send 5 TCP request through e-signature, Set up Symphony and send Tara a message, Send a client initiated digital wire, Send IAP enrollment through COBE, Remind your FA to respond to alerts, Log into your corp phone check your email, Add reoccurring reminder to calendar to log into corp phone, Finish BEC My Learning, Open Supervisory Dashboard and save to CEW Workstation, Find an opportunity within returned survey (i.e. banking referral), Send a form through e-sig instead of mailing, Send Adrian your best dad joke, Send an RMD and Check on a teammate in a different office.
CLIENTELING BINGO | Big Brother Digital Challenge | Customer Service Week 2020 BINGO | SD Quality & Care Bingo | St. Patrick's Day Bingo (PL Service Style)
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