Told clientRMDamountSent acheck toa clientLocatedRMD forclientUsedORCfor helpUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdTransferedfunds for aclientAskedsomeonenear mefor helpBuiltrapportwith clientMailed aclientstatementUsed theterm"roadmap"Locatedavailablecash inaccountUsedAVSScheduledanappointmentSet aPortfolioReviewWalkedclientthroughTODReset aPasswordChangedanAddressuncoveredadditionalclientneedSent clientchecks ordepositslipsWalkedclientthroughCRAAssistedwithOnlineAccessReverseda FeereferencedclientcommitmentTold clientRMDamountSent acheck toa clientLocatedRMD forclientUsedORCfor helpUsedSiebel to findFSA handlingacctIdentifiedPCET/RF/PRF acctand xferdTransferedfunds for aclientAskedsomeonenear mefor helpBuiltrapportwith clientMailed aclientstatementUsed theterm"roadmap"Locatedavailablecash inaccountUsedAVSScheduledanappointmentSet aPortfolioReviewWalkedclientthroughTODReset aPasswordChangedanAddressuncoveredadditionalclientneedSent clientchecks ordepositslipsWalkedclientthroughCRAAssistedwithOnlineAccessReverseda Feereferencedclientcommitment

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Told client RMD amount
  2. Sent a check to a client
  3. Located RMD for client
  4. Used ORC for help
  5. Used Siebel to find FSA handling acct
  6. Identified PCET/RF/ PRF acct and xferd
  7. Transfered funds for a client
  8. Asked someone near me for help
  9. Built rapport with client
  10. Mailed a client statement
  11. Used the term "roadmap"
  12. Located available cash in account
  13. Used AVS
  14. Scheduled an appointment
  15. Set a Portfolio Review
  16. Walked client through TOD
  17. Reset a Password
  18. Changed an Address
  19. uncovered additional client need
  20. Sent client checks or deposit slips
  21. Walked client through CRA
  22. Assisted with Online Access
  23. Reversed a Fee
  24. referenced client commitment