Walk clientthrough BillPay/ZelleenrollmentSentPasswordResetemail/textWalkedClientthroughEnrollmentWalk clientthrough COIDocusign onwebsiteHelpedUpdate anAccountNicknameHelpedclientupdateSAC CodeShowedClientNewFeatureUseCSRAssistHelpedwithMobileDepositWalkclientthroughbiometricsClientLOVESit!WalkedClientThroughPAYA LOAN(internal)INVOWalkedClientthroughExternalTransferHelpedWith aStopPaymentProvideclient withEnrollmentlinkHelpedClientViewaccountAUTOPAYEnrollmentAsk client forTransactionID to find inCentral.INVOUnlockClientHelpedClientviewstatementUseCSRAssistINVOWalk clientthrough BillPay/ZelleenrollmentSentPasswordResetemail/textWalkedClientthroughEnrollmentWalk clientthrough COIDocusign onwebsiteHelpedUpdate anAccountNicknameHelpedclientupdateSAC CodeShowedClientNewFeatureUseCSRAssistHelpedwithMobileDepositWalkclientthroughbiometricsClientLOVESit!WalkedClientThroughPAYA LOAN(internal)INVOWalkedClientthroughExternalTransferHelpedWith aStopPaymentProvideclient withEnrollmentlinkHelpedClientViewaccountAUTOPAYEnrollmentAsk client forTransactionID to find inCentral.INVOUnlockClientHelpedClientviewstatementUseCSRAssistINVO

Q2 Digital Banking - 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.


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  1. Walk client through Bill Pay/Zelle enrollment
  2. Sent Password Reset email/text
  3. Walked Client through Enrollment
  4. Walk client through COI Docusign on website
  5. Helped Update an Account Nickname
  6. Helped client update SAC Code
  7. Showed Client New Feature
  8. Use CSR Assist
  9. Helped with Mobile Deposit
  10. Walk client through biometrics
  11. Client LOVES it!
  12. Walked Client Through PAY A LOAN (internal)
  13. INVO
  14. Walked Client through External Transfer
  15. Helped With a Stop Payment
  16. Provide client with Enrollment link
  17. Helped Client View account
  18. AUTO PAY Enrollment
  19. Ask client for Transaction ID to find in Central.
  20. INVO
  21. Unlock Client
  22. Helped Client view statement
  23. Use CSR Assist
  24. INVO