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