UseCSRAssistAsk client forTransactionID to find inCentral.INVOHelpedWith aStopPaymentProvideclient withEnrollmentlinkINVOHelpedwithMobileDepositSentPasswordResetemail/textWalkedClientthroughEnrollmentWalk clientthrough BillPay/ZelleenrollmentAUTOPAYEnrollmentUnlockClientWalkedClientthroughExternalTransferWalkedClientThroughPAYA LOAN(internal)ShowedClientNewFeatureHelpedClientviewstatementINVOHelpedUpdate anAccountNicknameUseCSRAssistClientLOVESit!HelpedClientViewaccountWalkclientthroughbiometricsWalk clientthrough COIDocusign onwebsiteHelpedclientupdateSAC CodeUseCSRAssistAsk client forTransactionID to find inCentral.INVOHelpedWith aStopPaymentProvideclient withEnrollmentlinkINVOHelpedwithMobileDepositSentPasswordResetemail/textWalkedClientthroughEnrollmentWalk clientthrough BillPay/ZelleenrollmentAUTOPAYEnrollmentUnlockClientWalkedClientthroughExternalTransferWalkedClientThroughPAYA LOAN(internal)ShowedClientNewFeatureHelpedClientviewstatementINVOHelpedUpdate anAccountNicknameUseCSRAssistClientLOVESit!HelpedClientViewaccountWalkclientthroughbiometricsWalk clientthrough COIDocusign onwebsiteHelpedclientupdateSAC Code

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