AHT down60s fromyesterday Answered 3Symphonyquestionstoday helpedaFeeler ADH up5% fromyesterday Receivedno qualityalerts forthe month Providedbalanceonly100%adherencefor the day Receiveda 5 keythis week ACWunder 60sfor a day ADH forthe day is95% orabove Receivepraise froma clienttodayJoineda BRG Received acall aboutretailbanking CDExplaineda goodfaithviolationExplainedsettlementtimes Client madea joke aboutthe stockmarket helpedaThinkerRecappedall mycallsIntroduce yourself toKathleen/Management Had a zoommeetingwithanother rep helped aControllerSubmitteda 5 keysthis week Made smalltalk with theclient (i.e.how are you)Made aclientlaugh onthe call explainedthedifferencebetween YITand YIPReiteratedclient Q'sbeforeauthenticatingexplainedthat RMDsare notrequired for2020 Received acall reviewwith a100% scorewalked aclientthroughchase.comChangeda clientsaddress inICAMS helped aEntertainer Answeredanoptions Q Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders AHT forthe day is480 orbelow Answereda marginQ Said goodmorning/afternoonin team chat Took over25 calls inone day De-escalatedacomplaintParticipatedin a ESATactivity thismonth Referred aclient to acompetenttax advisorUsed lessthan 10minutes ofpersonal timein one day Provided 5or morestock quotesin one callAHT down60s fromyesterday Answered 3Symphonyquestionstoday helpedaFeeler ADH up5% fromyesterday Receivedno qualityalerts forthe month Providedbalanceonly100%adherencefor the day Receiveda 5 keythis week ACWunder 60sfor a day ADH forthe day is95% orabove Receivepraise froma clienttodayJoineda BRG Received acall aboutretailbanking CDExplaineda goodfaithviolationExplainedsettlementtimes Client madea joke aboutthe stockmarket helpedaThinkerRecappedall mycallsIntroduce yourself toKathleen/Management Had a zoommeetingwithanother rep helped aControllerSubmitteda 5 keysthis week Made smalltalk with theclient (i.e.how are you)Made aclientlaugh onthe call explainedthedifferencebetween YITand YIPReiteratedclient Q'sbeforeauthenticatingexplainedthat RMDsare notrequired for2020 Received acall reviewwith a100% scorewalked aclientthroughchase.comChangeda clientsaddress inICAMS helped aEntertainer Answeredanoptions Q Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders AHT forthe day is480 orbelow Answereda marginQ Said goodmorning/afternoonin team chat Took over25 calls inone day De-escalatedacomplaintParticipatedin a ESATactivity thismonth Referred aclient to acompetenttax advisorUsed lessthan 10minutes ofpersonal timein one day Provided 5or morestock quotesin one call

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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