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