DiscussBill PayFeatureDiscusscheckwritingSet upAutomaticInvestPlanDiscussHidingClosedaccountsConfirmaddress ifnot updatedin whileSet UpPWSPlanPasswordResetGet Phone# atbeginningof callEnrollclient inMyVoiceSetupBank WireonlineDiscussRMDSetupEFTonlineUpdatePWS inSalesforceUpdatePhone #when noton fileDiscussDebitCardShow clientcash availfeature onFid.comDiscussmobilecheckdepositProcess a529DistributionGo extramile withAddresschangeDiscussadvantageof CMADiscussBeneinformationHelpSetupan AlertWalkthroughonlinetradeGive aquoteDiscussBill PayFeatureDiscusscheckwritingSet upAutomaticInvestPlanDiscussHidingClosedaccountsConfirmaddress ifnot updatedin whileSet UpPWSPlanPasswordResetGet Phone# atbeginningof callEnrollclient inMyVoiceSetupBank WireonlineDiscussRMDSetupEFTonlineUpdatePWS inSalesforceUpdatePhone #when noton fileDiscussDebitCardShow clientcash availfeature onFid.comDiscussmobilecheckdepositProcess a529DistributionGo extramile withAddresschangeDiscussadvantageof CMADiscussBeneinformationHelpSetupan AlertWalkthroughonlinetradeGive aquote

Going the Extra Mile - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Discuss Bill Pay Feature
  2. Discuss check writing
  3. Set up Automatic Invest Plan
  4. Discuss Hiding Closed accounts
  5. Confirm address if not updated in while
  6. Set Up PWS Plan
  7. Password Reset
  8. Get Phone # at beginning of call
  9. Enroll client in MyVoice
  10. Setup Bank Wire online
  11. Discuss RMD
  12. Setup EFT online
  13. Update PWS in Salesforce
  14. Update Phone # when not on file
  15. Discuss Debit Card
  16. Show client cash avail feature on Fid.com
  17. Discuss mobile check deposit
  18. Process a 529 Distribution
  19. Go extra mile with Address change
  20. Discuss advantage of CMA
  21. Discuss Bene information
  22. Help Setup an Alert
  23. Walk through online trade
  24. Give a quote