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