Participatedin a ESATactivity thismonth Explainedsettlementtimes Receiveda 5 keythis week AHT forthe day is480 orbelow De-escalatedacomplaintMade aclientlaugh onthe call ADH forthe day is95% orabove Explained thedifferencebetweenmarket andlimit orders Receivepraise froma clienttodayProvidedbalanceonlyhelped aControllerexplainedthedifferencebetween YITand YIPProvided 5or morestock quotesin one callRecappedall mycallsReferred aclient to acompetenttax advisorACWunder 60sfor a day Receivedno qualityalerts forthe month Client madea joke aboutthe stockmarket Took over25 calls inone day Received acall reviewwith a100% scoreUsed lessthan 10minutes ofpersonal timein one day Explaineda goodfaithviolationMade smalltalk with theclient (i.e.how are you)Changeda clientsaddress inICAMS Introduce yourself toKathleen/Management Had a zoommeetingwithanother rep 100%adherencefor the day Answered 3Symphonyquestionstoday Submitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticatingAsked theclients if theyneededanythingelseSaid goodmorning/afternoonin team chat helpedaFeeler helpedaThinkerAnswereda marginQ explainedthat RMDsare notrequired for2020 helped aEntertainer Answeredanoptions Q ADH up5% fromyesterday Joineda BRG Received acall aboutretailbanking CDwalked aclientthroughchase.comAHT down60s fromyesterday Participatedin a ESATactivity thismonth Explainedsettlementtimes Receiveda 5 keythis week AHT forthe day is480 orbelow De-escalatedacomplaintMade aclientlaugh onthe call ADH forthe day is95% orabove Explained thedifferencebetweenmarket andlimit orders Receivepraise froma clienttodayProvidedbalanceonlyhelped aControllerexplainedthedifferencebetween YITand YIPProvided 5or morestock quotesin one callRecappedall mycallsReferred aclient to acompetenttax advisorACWunder 60sfor a day Receivedno qualityalerts forthe month Client madea joke aboutthe stockmarket Took over25 calls inone day Received acall reviewwith a100% scoreUsed lessthan 10minutes ofpersonal timein one day Explaineda goodfaithviolationMade smalltalk with theclient (i.e.how are you)Changeda clientsaddress inICAMS Introduce yourself toKathleen/Management Had a zoommeetingwithanother rep 100%adherencefor the day Answered 3Symphonyquestionstoday Submitteda 5 keysthis week Reiteratedclient Q'sbeforeauthenticatingAsked theclients if theyneededanythingelseSaid goodmorning/afternoonin team chat helpedaFeeler helpedaThinkerAnswereda marginQ explainedthat RMDsare notrequired for2020 helped aEntertainer Answeredanoptions Q ADH up5% fromyesterday Joineda BRG Received acall aboutretailbanking CDwalked aclientthroughchase.comAHT down60s fromyesterday 

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