SetupEFTonlineUpdatePhone #when noton fileHelpSetupan AlertSetupBank WireonlineWalkthroughonlinetradeEnrollclient inMyVoicePasswordResetSet UpPWSPlanDiscussmobilecheckdepositGo extramile withAddresschangeConfirmaddress ifnot updatedin whileGet Phone# atbeginningof callDiscussBeneinformationSet upAutomaticInvestPlanGive aquoteDiscussBill PayFeatureDiscussRMDProcess a529DistributionShow clientcash availfeature onFid.comDiscussHidingClosedaccountsDiscussDebitCardDiscussadvantageof CMAUpdatePWS inSalesforceDiscusscheckwritingSetupEFTonlineUpdatePhone #when noton fileHelpSetupan AlertSetupBank WireonlineWalkthroughonlinetradeEnrollclient inMyVoicePasswordResetSet UpPWSPlanDiscussmobilecheckdepositGo extramile withAddresschangeConfirmaddress ifnot updatedin whileGet Phone# atbeginningof callDiscussBeneinformationSet upAutomaticInvestPlanGive aquoteDiscussBill PayFeatureDiscussRMDProcess a529DistributionShow clientcash availfeature onFid.comDiscussHidingClosedaccountsDiscussDebitCardDiscussadvantageof CMAUpdatePWS inSalesforceDiscusscheckwriting

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.


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