uncoveredadditionalclientneedAskedsomeonenear mefor helpScheduledanappointmentUsedORCfor helpWalkedclientthroughTODUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdSet aPortfolioReviewLocatedavailablecash inaccountLocatedRMD forclientTransferedfunds for aclientSent acheck toa clientUsed theterm"roadmap"Reset aPasswordWalkedclientthroughCRABuiltrapportwith clientreferencedclientcommitmentSent clientchecks ordepositslipsUsedAVSMailed aclientstatementChangedanAddressTold clientRMDamountAssistedwithOnlineAccessReverseda FeeuncoveredadditionalclientneedAskedsomeonenear mefor helpScheduledanappointmentUsedORCfor helpWalkedclientthroughTODUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdSet aPortfolioReviewLocatedavailablecash inaccountLocatedRMD forclientTransferedfunds for aclientSent acheck toa clientUsed theterm"roadmap"Reset aPasswordWalkedclientthroughCRABuiltrapportwith clientreferencedclientcommitmentSent clientchecks ordepositslipsUsedAVSMailed aclientstatementChangedanAddressTold clientRMDamountAssistedwithOnlineAccessReverseda Fee

NESTING 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. uncovered additional client need
  2. Asked someone near me for help
  3. Scheduled an appointment
  4. Used ORC for help
  5. Walked client through TOD
  6. Used Siebel to find FSA handling acct
  7. Identified PCET/RF/ PRF acct and xferd
  8. Set a Portfolio Review
  9. Located available cash in account
  10. Located RMD for client
  11. Transfered funds for a client
  12. Sent a check to a client
  13. Used the term "roadmap"
  14. Reset a Password
  15. Walked client through CRA
  16. Built rapport with client
  17. referenced client commitment
  18. Sent client checks or deposit slips
  19. Used AVS
  20. Mailed a client statement
  21. Changed an Address
  22. Told client RMD amount
  23. Assisted with Online Access
  24. Reversed a Fee