Made smalltalk with theclient (i.e.how are you)De-escalatedacomplaintAnsweredanoptions Q Received acall aboutretailbanking CDRecappedall mycallsChangeda clientsaddress inICAMS helped aControllerReferred aclient to acompetenttax advisorParticipatedin a ESATactivity thismonth Answered 3Symphonyquestionstoday Submitteda 5 keysthis week Client madea joke aboutthe stockmarket AHT down60s fromyesterday Took over25 calls inone day Provided 5or morestock quotesin one callReceivedno qualityalerts forthe month Introduce yourself toKathleen/Management Explainedsettlementtimes Said goodmorning/afternoonin team chat Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Explaineda goodfaithviolationADH up5% fromyesterday Answereda marginQ Made aclientlaugh onthe call explainedthat RMDsare notrequired for2020 Had a zoommeetingwithanother rep ACWunder 60sfor a day ADH forthe day is95% orabove Received acall reviewwith a100% scoreProvidedbalanceonlyJoineda BRG Reiteratedclient Q'sbeforeauthenticatingwalked aclientthroughchase.comhelpedaFeeler AHT forthe day is480 orbelow Receivepraise froma clienttoday100%adherencefor the day explainedthedifferencebetween YITand YIPhelped aEntertainer Receiveda 5 keythis week Used lessthan 10minutes ofpersonal timein one day helpedaThinkerMade smalltalk with theclient (i.e.how are you)De-escalatedacomplaintAnsweredanoptions Q Received acall aboutretailbanking CDRecappedall mycallsChangeda clientsaddress inICAMS helped aControllerReferred aclient to acompetenttax advisorParticipatedin a ESATactivity thismonth Answered 3Symphonyquestionstoday Submitteda 5 keysthis week Client madea joke aboutthe stockmarket AHT down60s fromyesterday Took over25 calls inone day Provided 5or morestock quotesin one callReceivedno qualityalerts forthe month Introduce yourself toKathleen/Management Explainedsettlementtimes Said goodmorning/afternoonin team chat Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Explaineda goodfaithviolationADH up5% fromyesterday Answereda marginQ Made aclientlaugh onthe call explainedthat RMDsare notrequired for2020 Had a zoommeetingwithanother rep ACWunder 60sfor a day ADH forthe day is95% orabove Received acall reviewwith a100% scoreProvidedbalanceonlyJoineda BRG Reiteratedclient Q'sbeforeauthenticatingwalked aclientthroughchase.comhelpedaFeeler AHT forthe day is480 orbelow Receivepraise froma clienttoday100%adherencefor the day explainedthedifferencebetween YITand YIPhelped aEntertainer Receiveda 5 keythis week Used lessthan 10minutes ofpersonal timein one day helpedaThinker

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