AHT forthe day is480 orbelow Had a zoommeetingwithanother rep Explained thedifferencebetweenmarket andlimit orders helped aControllerexplainedthedifferencebetween YITand YIPChangeda clientsaddress inICAMS helpedaThinkerExplaineda goodfaithviolationAHT down60s fromyesterday Receivedno qualityalerts forthe month helped aEntertainer ADH up5% fromyesterday Answereda marginQ Answeredanoptions Q Took over25 calls inone day Received acall aboutretailbanking CDReferred aclient to acompetenttax advisorACWunder 60sfor a day Asked theclients if theyneededanythingelseMade aclientlaugh onthe call Made smalltalk with theclient (i.e.how are you)De-escalatedacomplaintReiteratedclient Q'sbeforeauthenticatingSaid goodmorning/afternoonin team chat Introduce yourself toKathleen/Management Used lessthan 10minutes ofpersonal timein one day explainedthat RMDsare notrequired for2020 Submitteda 5 keysthis week helpedaFeeler Joineda BRG 100%adherencefor the day Receiveda 5 keythis week walked aclientthroughchase.comReceivepraise froma clienttodayParticipatedin a ESATactivity thismonth Explainedsettlementtimes Provided 5or morestock quotesin one callRecappedall mycallsClient madea joke aboutthe stockmarket Answered 3Symphonyquestionstoday Received acall reviewwith a100% scoreADH forthe day is95% orabove ProvidedbalanceonlyAHT forthe day is480 orbelow Had a zoommeetingwithanother rep Explained thedifferencebetweenmarket andlimit orders helped aControllerexplainedthedifferencebetween YITand YIPChangeda clientsaddress inICAMS helpedaThinkerExplaineda goodfaithviolationAHT down60s fromyesterday Receivedno qualityalerts forthe month helped aEntertainer ADH up5% fromyesterday Answereda marginQ Answeredanoptions Q Took over25 calls inone day Received acall aboutretailbanking CDReferred aclient to acompetenttax advisorACWunder 60sfor a day Asked theclients if theyneededanythingelseMade aclientlaugh onthe call Made smalltalk with theclient (i.e.how are you)De-escalatedacomplaintReiteratedclient Q'sbeforeauthenticatingSaid goodmorning/afternoonin team chat Introduce yourself toKathleen/Management Used lessthan 10minutes ofpersonal timein one day explainedthat RMDsare notrequired for2020 Submitteda 5 keysthis week helpedaFeeler Joineda BRG 100%adherencefor the day Receiveda 5 keythis week walked aclientthroughchase.comReceivepraise froma clienttodayParticipatedin a ESATactivity thismonth Explainedsettlementtimes Provided 5or morestock quotesin one callRecappedall mycallsClient madea joke aboutthe stockmarket Answered 3Symphonyquestionstoday Received acall reviewwith a100% scoreADH forthe day is95% orabove Providedbalanceonly

Investment Bingo - 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. AHT for the day is 480 or below
  2. Had a zoom meeting with another rep
  3. Explained the difference between market and limit orders
  4. helped a Controller
  5. explained the difference between YIT and YIP
  6. Changed a clients address in ICAMS
  7. helped a Thinker
  8. Explained a good faith violation
  9. AHT down 60s from yesterday
  10. Received no quality alerts for the month
  11. helped a Entertainer
  12. ADH up 5% from yesterday
  13. Answered a margin Q
  14. Answered an options Q
  15. Took over 25 calls in one day
  16. Received a call about retail banking CD
  17. Referred a client to a competent tax advisor
  18. ACW under 60s for a day
  19. Asked the clients if they needed anything else
  20. Made a client laugh on the call
  21. Made small talk with the client (i.e. how are you)
  22. De-escalated a complaint
  23. Reiterated client Q's before authenticating
  24. Said good morning/afternoon in team chat
  25. Introduce yourself to Kathleen/Management
  26. Used less than 10 minutes of personal time in one day
  27. explained that RMDs are not required for 2020
  28. Submitted a 5 keys this week
  29. helped a Feeler
  30. Joined a BRG
  31. 100% adherence for the day
  32. Received a 5 key this week
  33. walked a client through chase.com
  34. Receive praise from a client today
  35. Participated in a ESAT activity this month
  36. Explained settlement times
  37. Provided 5 or more stock quotes in one call
  38. Recapped all my calls
  39. Client made a joke about the stock market
  40. Answered 3 Symphony questions today
  41. Received a call review with a 100% score
  42. ADH for the day is 95% or above
  43. Provided balance only