LocatedRMD forclientAssistedwithOnlineAccessUsedORCfor helpWalkedclientthroughCRALocatedavailablecash inaccountIdentifiedPCET/RF/PRF acctand xferdreferencedclientcommitmentAskedsomeonenear mefor helpChangedanAddressTransferedfunds for aclientBuiltrapportwith clientUsed theterm"roadmap"UsedAVSTold clientRMDamountSet aPortfolioReviewUsedSiebel to findFSA handlingacctScheduledanappointmentMailed aclientstatementReset aPasswordReverseda FeeSent clientchecks ordepositslipsuncoveredadditionalclientneedSent acheck toa clientWalkedclientthroughTODLocatedRMD forclientAssistedwithOnlineAccessUsedORCfor helpWalkedclientthroughCRALocatedavailablecash inaccountIdentifiedPCET/RF/PRF acctand xferdreferencedclientcommitmentAskedsomeonenear mefor helpChangedanAddressTransferedfunds for aclientBuiltrapportwith clientUsed theterm"roadmap"UsedAVSTold clientRMDamountSet aPortfolioReviewUsedSiebel to findFSA handlingacctScheduledanappointmentMailed aclientstatementReset aPasswordReverseda FeeSent clientchecks ordepositslipsuncoveredadditionalclientneedSent acheck toa clientWalkedclientthroughTOD

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Located RMD for client
  2. Assisted with Online Access
  3. Used ORC for help
  4. Walked client through CRA
  5. Located available cash in account
  6. Identified PCET/RF/ PRF acct and xferd
  7. referenced client commitment
  8. Asked someone near me for help
  9. Changed an Address
  10. Transfered funds for a client
  11. Built rapport with client
  12. Used the term "roadmap"
  13. Used AVS
  14. Told client RMD amount
  15. Set a Portfolio Review
  16. Used Siebel to find FSA handling acct
  17. Scheduled an appointment
  18. Mailed a client statement
  19. Reset a Password
  20. Reversed a Fee
  21. Sent client checks or deposit slips
  22. uncovered additional client need
  23. Sent a check to a client
  24. Walked client through TOD