Locatedavailablecash inaccountUsedSiebel to findFSA handlingacctSent acheck toa clientAssistedwithOnlineAccessReset aPasswordUsed theterm"roadmap"Askedsomeonenear mefor helpSet aPortfolioReviewTold clientRMDamountLocatedRMD forclientTransferedfunds for aclientWalkedclientthroughTODUsedAVSUsedORCfor helpChangedanAddressIdentifiedPCET/RF/PRF acctand xferduncoveredadditionalclientneedSent clientchecks ordepositslipsMailed aclientstatementreferencedclientcommitmentWalkedclientthroughCRAReverseda FeeBuiltrapportwith clientScheduledanappointmentLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctSent acheck toa clientAssistedwithOnlineAccessReset aPasswordUsed theterm"roadmap"Askedsomeonenear mefor helpSet aPortfolioReviewTold clientRMDamountLocatedRMD forclientTransferedfunds for aclientWalkedclientthroughTODUsedAVSUsedORCfor helpChangedanAddressIdentifiedPCET/RF/PRF acctand xferduncoveredadditionalclientneedSent clientchecks ordepositslipsMailed aclientstatementreferencedclientcommitmentWalkedclientthroughCRAReverseda FeeBuiltrapportwith clientScheduledanappointment

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