Used lessthan 10minutes ofpersonal timein one day Explainedsettlementtimes AHT down60s fromyesterday Received acall aboutretailbanking CDexplainedthedifferencebetween YITand YIPJoineda BRG Made smalltalk with theclient (i.e.how are you)ADH up5% fromyesterday ProvidedbalanceonlyClient madea joke aboutthe stockmarket ACWunder 60sfor a day Answereda marginQ Made aclientlaugh onthe call Took over25 calls inone day Reiteratedclient Q'sbeforeauthenticatingAnswered 3Symphonyquestionstoday Receivedno qualityalerts forthe month Recappedall mycallshelped aEntertainer Referred aclient to acompetenttax advisorADH forthe day is95% orabove explainedthat RMDsare notrequired for2020 Explaineda goodfaithviolationSaid goodmorning/afternoonin team chat walked aclientthroughchase.comReceivepraise froma clienttodayhelped aControllerAHT forthe day is480 orbelow Answeredanoptions Q Participatedin a ESATactivity thismonth Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Received acall reviewwith a100% score100%adherencefor the day Changeda clientsaddress inICAMS Introduce yourself toKathleen/Management Had a zoommeetingwithanother rep Receiveda 5 keythis week Submitteda 5 keysthis week helpedaThinkerDe-escalatedacomplainthelpedaFeeler Provided 5or morestock quotesin one callUsed lessthan 10minutes ofpersonal timein one day Explainedsettlementtimes AHT down60s fromyesterday Received acall aboutretailbanking CDexplainedthedifferencebetween YITand YIPJoineda BRG Made smalltalk with theclient (i.e.how are you)ADH up5% fromyesterday ProvidedbalanceonlyClient madea joke aboutthe stockmarket ACWunder 60sfor a day Answereda marginQ Made aclientlaugh onthe call Took over25 calls inone day Reiteratedclient Q'sbeforeauthenticatingAnswered 3Symphonyquestionstoday Receivedno qualityalerts forthe month Recappedall mycallshelped aEntertainer Referred aclient to acompetenttax advisorADH forthe day is95% orabove explainedthat RMDsare notrequired for2020 Explaineda goodfaithviolationSaid goodmorning/afternoonin team chat walked aclientthroughchase.comReceivepraise froma clienttodayhelped aControllerAHT forthe day is480 orbelow Answeredanoptions Q Participatedin a ESATactivity thismonth Asked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Received acall reviewwith a100% score100%adherencefor the day Changeda clientsaddress inICAMS Introduce yourself toKathleen/Management Had a zoommeetingwithanother rep Receiveda 5 keythis week Submitteda 5 keysthis week helpedaThinkerDe-escalatedacomplainthelpedaFeeler Provided 5or morestock quotesin one call

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