WalkedClientthroughExternalTransferHelpedClientviewstatementUnlockClientHelpedClientViewaccountWalk clientthrough COIDocusign onwebsiteWalk clientthrough BillPay/ZelleenrollmentProvideclient withEnrollmentlinkHelpedWith aStopPaymentShowedClientNewFeatureAsk client forTransactionID to find inCentral.WalkclientthroughbiometricsSentPasswordResetemail/textUseCSRAssistHelpedclientupdateSAC CodeINVOAUTOPAYEnrollmentWalkedClientthroughEnrollmentWalkedClientThroughPAYA LOAN(internal)HelpedUpdate anAccountNicknameINVOClientLOVESit!UseCSRAssistINVOHelpedwithMobileDepositWalkedClientthroughExternalTransferHelpedClientviewstatementUnlockClientHelpedClientViewaccountWalk clientthrough COIDocusign onwebsiteWalk clientthrough BillPay/ZelleenrollmentProvideclient withEnrollmentlinkHelpedWith aStopPaymentShowedClientNewFeatureAsk client forTransactionID to find inCentral.WalkclientthroughbiometricsSentPasswordResetemail/textUseCSRAssistHelpedclientupdateSAC CodeINVOAUTOPAYEnrollmentWalkedClientthroughEnrollmentWalkedClientThroughPAYA LOAN(internal)HelpedUpdate anAccountNicknameINVOClientLOVESit!UseCSRAssistINVOHelpedwithMobileDeposit

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