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