Walked client through TOD Assisted with Online Access Changed an Address Reversed a Fee Set a Portfolio Review Used AVS referenced client commitment uncovered additional client need Located available cash in account Reset a Password Mailed a client statement Walked client through CRA Used Siebel to find FSA handling acct Identified PCET/RF/ PRF acct and xferd Used the term "roadmap" Sent a check to a client Sent client checks or deposit slips Used ORC for help Scheduled an appointment Transfered funds for a client Asked someone near me for help Told client RMD amount Located RMD for client Built rapport with client Walked client through TOD Assisted with Online Access Changed an Address Reversed a Fee Set a Portfolio Review Used AVS referenced client commitment uncovered additional client need Located available cash in account Reset a Password Mailed a client statement Walked client through CRA Used Siebel to find FSA handling acct Identified PCET/RF/ PRF acct and xferd Used the term "roadmap" Sent a check to a client Sent client checks or deposit slips Used ORC for help Scheduled an appointment Transfered funds for a client Asked someone near me for help Told client RMD amount Located RMD for client Built rapport with client
(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.
Walked client through TOD
Assisted with Online Access
Changed an Address
Reversed a Fee
Set a Portfolio Review
Used AVS
referenced client
commitment
uncovered additional client need
Located available cash in account
Reset a Password
Mailed a client statement
Walked client through CRA
Used
Siebel to find FSA handling acct
Identified PCET/RF/
PRF acct and xferd
Used the term
"roadmap"
Sent a check to a client
Sent client checks or deposit slips
Used ORC for help
Scheduled an appointment
Transfered funds for a client
Asked someone near me for help
Told client RMD amount
Located RMD for client
Built rapport with client