Reset aPasswordMailed aclientstatementuncoveredadditionalclientneedSent clientchecks ordepositslipsUsedORCfor helpTold clientRMDamountChangedanAddressWalkedclientthroughCRAWalkedclientthroughTODLocatedRMD forclientSet aPortfolioReviewUsed theterm"roadmap"AssistedwithOnlineAccessBuiltrapportwith clientAskedsomeonenear mefor helpUsedSiebel to findFSA handlingacctScheduledanappointmentLocatedavailablecash inaccountIdentifiedPCET/RF/PRF acctand xferdReverseda FeeTransferedfunds for aclientSent acheck toa clientUsedAVSreferencedclientcommitmentReset aPasswordMailed aclientstatementuncoveredadditionalclientneedSent clientchecks ordepositslipsUsedORCfor helpTold clientRMDamountChangedanAddressWalkedclientthroughCRAWalkedclientthroughTODLocatedRMD forclientSet aPortfolioReviewUsed theterm"roadmap"AssistedwithOnlineAccessBuiltrapportwith clientAskedsomeonenear mefor helpUsedSiebel to findFSA handlingacctScheduledanappointmentLocatedavailablecash inaccountIdentifiedPCET/RF/PRF acctand xferdReverseda FeeTransferedfunds for aclientSent acheck toa clientUsedAVSreferencedclientcommitment

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