AssistedwithOnlineAccessBuiltrapportwith clientWalkedclientthroughTODUsedORCfor helpMailed aclientstatementreferencedclientcommitmentAskedsomeonenear mefor helpUsedAVSReset aPasswordIdentifiedPCET/RF/PRF acctand xferdUsed theterm"roadmap"ScheduledanappointmentSent clientchecks ordepositslipsUsedSiebel to findFSA handlingacctTransferedfunds for aclientSet aPortfolioReviewLocatedavailablecash inaccountChangedanAddressReverseda FeeTold clientRMDamountWalkedclientthroughCRALocatedRMD forclientSent acheck toa clientuncoveredadditionalclientneedAssistedwithOnlineAccessBuiltrapportwith clientWalkedclientthroughTODUsedORCfor helpMailed aclientstatementreferencedclientcommitmentAskedsomeonenear mefor helpUsedAVSReset aPasswordIdentifiedPCET/RF/PRF acctand xferdUsed theterm"roadmap"ScheduledanappointmentSent clientchecks ordepositslipsUsedSiebel to findFSA handlingacctTransferedfunds for aclientSet aPortfolioReviewLocatedavailablecash inaccountChangedanAddressReverseda FeeTold clientRMDamountWalkedclientthroughCRALocatedRMD forclientSent acheck toa clientuncoveredadditionalclientneed

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