Explaineda goodfaithviolationReiteratedclient Q'sbeforeauthenticatingExplainedsettlementtimes helpedaFeeler helped aControllerADH forthe day is95% orabove Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scoreReceivepraise froma clienttodayexplainedthat RMDsare notrequired for2020 Said goodmorning/afternoonin team chat helpedaThinkerReceivedno qualityalerts forthe month Joineda BRG Took over25 calls inone day 100%adherencefor the day helped aEntertainer Answereda marginQ Explained thedifferencebetweenmarket andlimit orders Referred aclient to acompetenttax advisorAHT forthe day is480 orbelow Answered 3Symphonyquestionstoday Received acall aboutretailbanking CDParticipatedin a ESATactivity thismonth Asked theclients if theyneededanythingelseHad a zoommeetingwithanother rep ProvidedbalanceonlyChangeda clientsaddress inICAMS ADH up5% fromyesterday Answeredanoptions Q Made aclientlaugh onthe call AHT down60s fromyesterday Introduce yourself toKathleen/Management Provided 5or morestock quotesin one callReceiveda 5 keythis week Made smalltalk with theclient (i.e.how are you)Client madea joke aboutthe stockmarket walked aclientthroughchase.comexplainedthedifferencebetween YITand YIPDe-escalatedacomplaintRecappedall mycallsACWunder 60sfor a day Submitteda 5 keysthis week Explaineda goodfaithviolationReiteratedclient Q'sbeforeauthenticatingExplainedsettlementtimes helpedaFeeler helped aControllerADH forthe day is95% orabove Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scoreReceivepraise froma clienttodayexplainedthat RMDsare notrequired for2020 Said goodmorning/afternoonin team chat helpedaThinkerReceivedno qualityalerts forthe month Joineda BRG Took over25 calls inone day 100%adherencefor the day helped aEntertainer Answereda marginQ Explained thedifferencebetweenmarket andlimit orders Referred aclient to acompetenttax advisorAHT forthe day is480 orbelow Answered 3Symphonyquestionstoday Received acall aboutretailbanking CDParticipatedin a ESATactivity thismonth Asked theclients if theyneededanythingelseHad a zoommeetingwithanother rep ProvidedbalanceonlyChangeda clientsaddress inICAMS ADH up5% fromyesterday Answeredanoptions Q Made aclientlaugh onthe call AHT down60s fromyesterday Introduce yourself toKathleen/Management Provided 5or morestock quotesin one callReceiveda 5 keythis week Made smalltalk with theclient (i.e.how are you)Client madea joke aboutthe stockmarket walked aclientthroughchase.comexplainedthedifferencebetween YITand YIPDe-escalatedacomplaintRecappedall mycallsACWunder 60sfor a day Submitteda 5 keysthis week 

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