Made aclientlaugh onthe call Reiteratedclient Q'sbeforeauthenticatingAnswereda marginQ helped aEntertainer Participatedin a ESATactivity thismonth Made smalltalk with theclient (i.e.how are you)Explaineda goodfaithviolationADH up5% fromyesterday Joineda BRG walked aclientthroughchase.comUsed lessthan 10minutes ofpersonal timein one day Receivedno qualityalerts forthe month AHT down60s fromyesterday Provided 5or morestock quotesin one callhelpedaFeeler ProvidedbalanceonlyReceived acall reviewwith a100% scoreexplainedthat RMDsare notrequired for2020 Answered 3Symphonyquestionstoday Answeredanoptions Q Explainedsettlementtimes Receiveda 5 keythis week Explained thedifferencebetweenmarket andlimit orders Received acall aboutretailbanking CDDe-escalatedacomplainthelped aControllerADH forthe day is95% orabove Had a zoommeetingwithanother rep AHT forthe day is480 orbelow Submitteda 5 keysthis week 100%adherencefor the day ACWunder 60sfor a day Recappedall mycallsIntroduce yourself toKathleen/Management explainedthedifferencebetween YITand YIPAsked theclients if theyneededanythingelsehelpedaThinkerReceivepraise froma clienttodayClient madea joke aboutthe stockmarket Changeda clientsaddress inICAMS Said goodmorning/afternoonin team chat Referred aclient to acompetenttax advisorTook over25 calls inone day Made aclientlaugh onthe call Reiteratedclient Q'sbeforeauthenticatingAnswereda marginQ helped aEntertainer Participatedin a ESATactivity thismonth Made smalltalk with theclient (i.e.how are you)Explaineda goodfaithviolationADH up5% fromyesterday Joineda BRG walked aclientthroughchase.comUsed lessthan 10minutes ofpersonal timein one day Receivedno qualityalerts forthe month AHT down60s fromyesterday Provided 5or morestock quotesin one callhelpedaFeeler ProvidedbalanceonlyReceived acall reviewwith a100% scoreexplainedthat RMDsare notrequired for2020 Answered 3Symphonyquestionstoday Answeredanoptions Q Explainedsettlementtimes Receiveda 5 keythis week Explained thedifferencebetweenmarket andlimit orders Received acall aboutretailbanking CDDe-escalatedacomplainthelped aControllerADH forthe day is95% orabove Had a zoommeetingwithanother rep AHT forthe day is480 orbelow Submitteda 5 keysthis week 100%adherencefor the day ACWunder 60sfor a day Recappedall mycallsIntroduce yourself toKathleen/Management explainedthedifferencebetween YITand YIPAsked theclients if theyneededanythingelsehelpedaThinkerReceivepraise froma clienttodayClient madea joke aboutthe stockmarket Changeda clientsaddress inICAMS Said goodmorning/afternoonin team chat Referred aclient to acompetenttax advisorTook 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
  1. Made a client laugh on the call
  2. Reiterated client Q's before authenticating
  3. Answered a margin Q
  4. helped a Entertainer
  5. Participated in a ESAT activity this month
  6. Made small talk with the client (i.e. how are you)
  7. Explained a good faith violation
  8. ADH up 5% from yesterday
  9. Joined a BRG
  10. walked a client through chase.com
  11. Used less than 10 minutes of personal time in one day
  12. Received no quality alerts for the month
  13. AHT down 60s from yesterday
  14. Provided 5 or more stock quotes in one call
  15. helped a Feeler
  16. Provided balance only
  17. Received a call review with a 100% score
  18. explained that RMDs are not required for 2020
  19. Answered 3 Symphony questions today
  20. Answered an options Q
  21. Explained settlement times
  22. Received a 5 key this week
  23. Explained the difference between market and limit orders
  24. Received a call about retail banking CD
  25. De-escalated a complaint
  26. helped a Controller
  27. ADH for the day is 95% or above
  28. Had a zoom meeting with another rep
  29. AHT for the day is 480 or below
  30. Submitted a 5 keys this week
  31. 100% adherence for the day
  32. ACW under 60s for a day
  33. Recapped all my calls
  34. Introduce yourself to Kathleen/Management
  35. explained the difference between YIT and YIP
  36. Asked the clients if they needed anything else
  37. helped a Thinker
  38. Receive praise from a client today
  39. Client made a joke about the stock market
  40. Changed a clients address in ICAMS
  41. Said good morning/afternoon in team chat
  42. Referred a client to a competent tax advisor
  43. Took over 25 calls in one day