Used theterm"roadmap"Transferedfunds for aclientLocatedRMD forclientUsedSiebel to findFSA handlingacctBuiltrapportwith clientreferencedclientcommitmentAskedsomeonenear mefor helpUsedORCfor helpIdentifiedPCET/RF/PRF acctand xferdWalkedclientthroughCRAWalkedclientthroughTODChangedanAddressSet aPortfolioReviewuncoveredadditionalclientneedLocatedavailablecash inaccountMailed aclientstatementSent clientchecks ordepositslipsReset aPasswordUsedAVSSent acheck toa clientScheduledanappointmentTold clientRMDamountAssistedwithOnlineAccessReverseda FeeUsed theterm"roadmap"Transferedfunds for aclientLocatedRMD forclientUsedSiebel to findFSA handlingacctBuiltrapportwith clientreferencedclientcommitmentAskedsomeonenear mefor helpUsedORCfor helpIdentifiedPCET/RF/PRF acctand xferdWalkedclientthroughCRAWalkedclientthroughTODChangedanAddressSet aPortfolioReviewuncoveredadditionalclientneedLocatedavailablecash inaccountMailed aclientstatementSent clientchecks ordepositslipsReset aPasswordUsedAVSSent acheck toa clientScheduledanappointmentTold clientRMDamountAssistedwithOnlineAccessReverseda Fee

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