Answeredanoptions Q ADH up5% fromyesterday helped aEntertainer ACWunder 60sfor a day Made smalltalk with theclient (i.e.how are you)explainedthat RMDsare notrequired for2020 Reiteratedclient Q'sbeforeauthenticatingADH forthe day is95% orabove Changeda clientsaddress inICAMS Receivedno qualityalerts forthe month Took over25 calls inone day Receiveda 5 keythis week Received acall reviewwith a100% scoreExplaineda goodfaithviolationUsed lessthan 10minutes ofpersonal timein one day Received acall aboutretailbanking CDMade aclientlaugh onthe call Had a zoommeetingwithanother rep Asked theclients if theyneededanythingelseReceivepraise froma clienttodaySaid goodmorning/afternoonin team chat explainedthedifferencebetween YITand YIPProvidedbalanceonlyhelped aControllerhelpedaFeeler Answered 3Symphonyquestionstoday Explainedsettlementtimes 100%adherencefor the day Answereda marginQ AHT down60s fromyesterday Referred aclient to acompetenttax advisorhelpedaThinkerJoineda BRG Submitteda 5 keysthis week AHT forthe day is480 orbelow Client madea joke aboutthe stockmarket Recappedall mycallsIntroduce yourself toKathleen/Management Participatedin a ESATactivity thismonth Explained thedifferencebetweenmarket andlimit orders Provided 5or morestock quotesin one callDe-escalatedacomplaintwalked aclientthroughchase.comAnsweredanoptions Q ADH up5% fromyesterday helped aEntertainer ACWunder 60sfor a day Made smalltalk with theclient (i.e.how are you)explainedthat RMDsare notrequired for2020 Reiteratedclient Q'sbeforeauthenticatingADH forthe day is95% orabove Changeda clientsaddress inICAMS Receivedno qualityalerts forthe month Took over25 calls inone day Receiveda 5 keythis week Received acall reviewwith a100% scoreExplaineda goodfaithviolationUsed lessthan 10minutes ofpersonal timein one day Received acall aboutretailbanking CDMade aclientlaugh onthe call Had a zoommeetingwithanother rep Asked theclients if theyneededanythingelseReceivepraise froma clienttodaySaid goodmorning/afternoonin team chat explainedthedifferencebetween YITand YIPProvidedbalanceonlyhelped aControllerhelpedaFeeler Answered 3Symphonyquestionstoday Explainedsettlementtimes 100%adherencefor the day Answereda marginQ AHT down60s fromyesterday Referred aclient to acompetenttax advisorhelpedaThinkerJoineda BRG Submitteda 5 keysthis week AHT forthe day is480 orbelow Client madea joke aboutthe stockmarket Recappedall mycallsIntroduce yourself toKathleen/Management Participatedin a ESATactivity thismonth Explained thedifferencebetweenmarket andlimit orders Provided 5or morestock quotesin one callDe-escalatedacomplaintwalked aclientthroughchase.com

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