De-escalatedacomplaintADH up5% fromyesterday Receiveda 5 keythis week Explaineda goodfaithviolationJoineda BRG Introduce yourself toKathleen/Management Received acall reviewwith a100% scoreExplainedsettlementtimes helpedaThinkerexplainedthedifferencebetween YITand YIPhelpedaFeeler Reiteratedclient Q'sbeforeauthenticatingAHT down60s fromyesterday Recappedall mycallsHad a zoommeetingwithanother rep walked aclientthroughchase.comReceived acall aboutretailbanking CDAsked theclients if theyneededanythingelseReceivepraise froma clienttodayhelped aControllerhelped aEntertainer explainedthat RMDsare notrequired for2020 Participatedin a ESATactivity thismonth Made smalltalk with theclient (i.e.how are you)ACWunder 60sfor a day Receivedno qualityalerts forthe month Answered 3Symphonyquestionstoday 100%adherencefor the day Changeda clientsaddress inICAMS Submitteda 5 keysthis week Provided 5or morestock quotesin one callAnsweredanoptions Q ProvidedbalanceonlyReferred aclient to acompetenttax advisorADH forthe day is95% orabove AHT forthe day is480 orbelow Answereda marginQ Explained thedifferencebetweenmarket andlimit orders Made aclientlaugh onthe call Client madea joke aboutthe stockmarket Said goodmorning/afternoonin team chat Used lessthan 10minutes ofpersonal timein one day Took over25 calls inone day De-escalatedacomplaintADH up5% fromyesterday Receiveda 5 keythis week Explaineda goodfaithviolationJoineda BRG Introduce yourself toKathleen/Management Received acall reviewwith a100% scoreExplainedsettlementtimes helpedaThinkerexplainedthedifferencebetween YITand YIPhelpedaFeeler Reiteratedclient Q'sbeforeauthenticatingAHT down60s fromyesterday Recappedall mycallsHad a zoommeetingwithanother rep walked aclientthroughchase.comReceived acall aboutretailbanking CDAsked theclients if theyneededanythingelseReceivepraise froma clienttodayhelped aControllerhelped aEntertainer explainedthat RMDsare notrequired for2020 Participatedin a ESATactivity thismonth Made smalltalk with theclient (i.e.how are you)ACWunder 60sfor a day Receivedno qualityalerts forthe month Answered 3Symphonyquestionstoday 100%adherencefor the day Changeda clientsaddress inICAMS Submitteda 5 keysthis week Provided 5or morestock quotesin one callAnsweredanoptions Q ProvidedbalanceonlyReferred aclient to acompetenttax advisorADH forthe day is95% orabove AHT forthe day is480 orbelow Answereda marginQ Explained thedifferencebetweenmarket andlimit orders Made aclientlaugh onthe call Client madea joke aboutthe stockmarket Said goodmorning/afternoonin team chat Used lessthan 10minutes ofpersonal timein one day Took over25 calls inone day 

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