Provided 5or morestock quotesin one callAHT down60s fromyesterday Receiveda 5 keythis week Joineda BRG walked aclientthroughchase.comhelped aControllerexplainedthat RMDsare notrequired for2020 ACWunder 60sfor a day Answereda marginQ Referred aclient to acompetenttax advisorIntroduce yourself toKathleen/Management explainedthedifferencebetween YITand YIPReceived acall reviewwith a100% scoreReceived acall aboutretailbanking CDUsed lessthan 10minutes ofpersonal timein one day Explainedsettlementtimes AHT forthe day is480 orbelow ADH up5% fromyesterday Answered 3Symphonyquestionstoday Changeda clientsaddress inICAMS helped aEntertainer Reiteratedclient Q'sbeforeauthenticatingAnsweredanoptions Q Asked theclients if theyneededanythingelseExplaineda goodfaithviolationProvidedbalanceonlySaid goodmorning/afternoonin team chat Had a zoommeetingwithanother rep Made aclientlaugh onthe call Client madea joke aboutthe stockmarket 100%adherencefor the day Recappedall mycallsADH forthe day is95% orabove Took over25 calls inone day Made smalltalk with theclient (i.e.how are you)Submitteda 5 keysthis week helpedaFeeler Receivedno qualityalerts forthe month De-escalatedacomplaintExplained thedifferencebetweenmarket andlimit orders Participatedin a ESATactivity thismonth helpedaThinkerReceivepraise froma clienttodayProvided 5or morestock quotesin one callAHT down60s fromyesterday Receiveda 5 keythis week Joineda BRG walked aclientthroughchase.comhelped aControllerexplainedthat RMDsare notrequired for2020 ACWunder 60sfor a day Answereda marginQ Referred aclient to acompetenttax advisorIntroduce yourself toKathleen/Management explainedthedifferencebetween YITand YIPReceived acall reviewwith a100% scoreReceived acall aboutretailbanking CDUsed lessthan 10minutes ofpersonal timein one day Explainedsettlementtimes AHT forthe day is480 orbelow ADH up5% fromyesterday Answered 3Symphonyquestionstoday Changeda clientsaddress inICAMS helped aEntertainer Reiteratedclient Q'sbeforeauthenticatingAnsweredanoptions Q Asked theclients if theyneededanythingelseExplaineda goodfaithviolationProvidedbalanceonlySaid goodmorning/afternoonin team chat Had a zoommeetingwithanother rep Made aclientlaugh onthe call Client madea joke aboutthe stockmarket 100%adherencefor the day Recappedall mycallsADH forthe day is95% orabove Took over25 calls inone day Made smalltalk with theclient (i.e.how are you)Submitteda 5 keysthis week helpedaFeeler Receivedno qualityalerts forthe month De-escalatedacomplaintExplained thedifferencebetweenmarket andlimit orders Participatedin a ESATactivity thismonth helpedaThinkerReceivepraise froma clienttoday

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