Provided 5or morestock quotesin one callexplainedthedifferencebetween YITand YIPClient madea joke aboutthe stockmarket Receiveda 5 keythis week Received acall reviewwith a100% scoreAHT down60s fromyesterday Answereda marginQ Joineda BRG helped aEntertainer Said goodmorning/afternoonin team chat Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseReceivedno qualityalerts forthe month Participatedin a ESATactivity thismonth Explained thedifferencebetweenmarket andlimit orders Submitteda 5 keysthis week Explainedsettlementtimes ProvidedbalanceonlyChangeda clientsaddress inICAMS helpedaThinkerRecappedall mycallsUsed lessthan 10minutes ofpersonal timein one day Reiteratedclient Q'sbeforeauthenticatingReferred aclient to acompetenttax advisorMade aclientlaugh onthe call ADH forthe day is95% orabove Introduce yourself toKathleen/Management Took over25 calls inone day helped aControllerReceivepraise froma clienttodayHad a zoommeetingwithanother rep Answered 3Symphonyquestionstoday Explaineda goodfaithviolationAnsweredanoptions Q explainedthat RMDsare notrequired for2020 ACWunder 60sfor a day AHT forthe day is480 orbelow 100%adherencefor the day helpedaFeeler De-escalatedacomplaintwalked aclientthroughchase.comADH up5% fromyesterday Received acall aboutretailbanking CDProvided 5or morestock quotesin one callexplainedthedifferencebetween YITand YIPClient madea joke aboutthe stockmarket Receiveda 5 keythis week Received acall reviewwith a100% scoreAHT down60s fromyesterday Answereda marginQ Joineda BRG helped aEntertainer Said goodmorning/afternoonin team chat Made smalltalk with theclient (i.e.how are you)Asked theclients if theyneededanythingelseReceivedno qualityalerts forthe month Participatedin a ESATactivity thismonth Explained thedifferencebetweenmarket andlimit orders Submitteda 5 keysthis week Explainedsettlementtimes ProvidedbalanceonlyChangeda clientsaddress inICAMS helpedaThinkerRecappedall mycallsUsed lessthan 10minutes ofpersonal timein one day Reiteratedclient Q'sbeforeauthenticatingReferred aclient to acompetenttax advisorMade aclientlaugh onthe call ADH forthe day is95% orabove Introduce yourself toKathleen/Management Took over25 calls inone day helped aControllerReceivepraise froma clienttodayHad a zoommeetingwithanother rep Answered 3Symphonyquestionstoday Explaineda goodfaithviolationAnsweredanoptions Q explainedthat RMDsare notrequired for2020 ACWunder 60sfor a day AHT forthe day is480 orbelow 100%adherencefor the day helpedaFeeler De-escalatedacomplaintwalked aclientthroughchase.comADH up5% fromyesterday Received acall aboutretailbanking CD

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