Askedsomeonenear mefor helpScheduledanappointmentUsed theterm"roadmap"LocatedRMD forclientreferencedclientcommitmentUsedAVSUsedORCfor helpSet aPortfolioReviewAssistedwithOnlineAccessReverseda FeeMailed aclientstatementSent clientchecks ordepositslipsWalkedclientthroughCRAIdentifiedPCET/RF/PRF acctand xferdTransferedfunds for aclientChangedanAddressWalkedclientthroughTODTold clientRMDamountBuiltrapportwith clientLocatedavailablecash inaccountuncoveredadditionalclientneedReset aPasswordSent acheck toa clientUsedSiebel to findFSA handlingacctAskedsomeonenear mefor helpScheduledanappointmentUsed theterm"roadmap"LocatedRMD forclientreferencedclientcommitmentUsedAVSUsedORCfor helpSet aPortfolioReviewAssistedwithOnlineAccessReverseda FeeMailed aclientstatementSent clientchecks ordepositslipsWalkedclientthroughCRAIdentifiedPCET/RF/PRF acctand xferdTransferedfunds for aclientChangedanAddressWalkedclientthroughTODTold clientRMDamountBuiltrapportwith clientLocatedavailablecash inaccountuncoveredadditionalclientneedReset aPasswordSent acheck toa clientUsedSiebel to findFSA handlingacct

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