helped aEntertainer Receivedno qualityalerts forthe month AHT down60s fromyesterday Recappedall mycallshelped aControllerHad a zoommeetingwithanother rep walked aclientthroughchase.comMade aclientlaugh onthe call AHT forthe day is480 orbelow Changeda clientsaddress inICAMS ADH forthe day is95% orabove Submitteda 5 keysthis week Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scoreProvidedbalanceonlyReiteratedclient Q'sbeforeauthenticatingDe-escalatedacomplaintTook over25 calls inone day explainedthedifferencebetween YITand YIP100%adherencefor the day Answereda marginQ helpedaThinkerAnsweredanoptions Q helpedaFeeler Received acall aboutretailbanking CDAnswered 3Symphonyquestionstoday Introduce yourself toKathleen/Management Said goodmorning/afternoonin team chat Made smalltalk with theclient (i.e.how are you)Provided 5or morestock quotesin one callExplainedsettlementtimes explainedthat RMDsare notrequired for2020 Client madea joke aboutthe stockmarket Referred aclient to acompetenttax advisorAsked theclients if theyneededanythingelseReceivepraise froma clienttodayExplained thedifferencebetweenmarket andlimit orders Joineda BRG Receiveda 5 keythis week ACWunder 60sfor a day Participatedin a ESATactivity thismonth Explaineda goodfaithviolationADH up5% fromyesterday helped aEntertainer Receivedno qualityalerts forthe month AHT down60s fromyesterday Recappedall mycallshelped aControllerHad a zoommeetingwithanother rep walked aclientthroughchase.comMade aclientlaugh onthe call AHT forthe day is480 orbelow Changeda clientsaddress inICAMS ADH forthe day is95% orabove Submitteda 5 keysthis week Used lessthan 10minutes ofpersonal timein one day Received acall reviewwith a100% scoreProvidedbalanceonlyReiteratedclient Q'sbeforeauthenticatingDe-escalatedacomplaintTook over25 calls inone day explainedthedifferencebetween YITand YIP100%adherencefor the day Answereda marginQ helpedaThinkerAnsweredanoptions Q helpedaFeeler Received acall aboutretailbanking CDAnswered 3Symphonyquestionstoday Introduce yourself toKathleen/Management Said goodmorning/afternoonin team chat Made smalltalk with theclient (i.e.how are you)Provided 5or morestock quotesin one callExplainedsettlementtimes explainedthat RMDsare notrequired for2020 Client madea joke aboutthe stockmarket Referred aclient to acompetenttax advisorAsked theclients if theyneededanythingelseReceivepraise froma clienttodayExplained thedifferencebetweenmarket andlimit orders Joineda BRG Receiveda 5 keythis week ACWunder 60sfor a day Participatedin a ESATactivity thismonth Explaineda goodfaithviolationADH up5% fromyesterday 

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