Complete high-risk transaction verification Help a client add an authorized user Help a client update beneficiaries Enroll a client in Fidelity MyVoice Leave a note in Salesforce Give ownership or role statement Use RepWebView Client fails verification Provide an account's balance Make an outbound call/OTP Warm transfer a client to another associate Complete a password reset Direct the client to use the website Show a client how to view statements Use glance with a client Thank a client for choosing Fidelity Use Help Desk on a call Send an e-kit to a client Give out a timebound agenda Add Symantic VIP Access to an account Express transfer a client to another associate Perform manual verification Update address or phone number Provide a quote for a security Complete high-risk transaction verification Help a client add an authorized user Help a client update beneficiaries Enroll a client in Fidelity MyVoice Leave a note in Salesforce Give ownership or role statement Use RepWebView Client fails verification Provide an account's balance Make an outbound call/OTP Warm transfer a client to another associate Complete a password reset Direct the client to use the website Show a client how to view statements Use glance with a client Thank a client for choosing Fidelity Use Help Desk on a call Send an e-kit to a client Give out a timebound agenda Add Symantic VIP Access to an account Express transfer a client to another associate Perform manual verification Update address or phone number Provide a quote for a security
(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.
Complete high-risk transaction verification
Help a client add an authorized user
Help a client update beneficiaries
Enroll a client in Fidelity MyVoice
Leave a note in Salesforce
Give ownership or role statement
Use RepWebView
Client fails verification
Provide an account's balance
Make an outbound call/OTP
Warm transfer a client to another associate
Complete a password reset
Direct the client to use the website
Show a client how to view statements
Use glance with a client
Thank a client for choosing Fidelity
Use Help Desk on a call
Send an e-kit to a client
Give out a timebound agenda
Add Symantic VIP Access to an account
Express transfer a client to another associate
Perform manual verification
Update address or phone number
Provide a quote for a security