UseCSRAssistShowedClientNewFeatureHelpedclientupdateSAC CodeProvideclient withEnrollmentlinkWalkclientthroughbiometricsUseCSRAssistWalk clientthrough COIDocusign onwebsiteHelpedwithMobileDepositUnlockClientINVOHelpedUpdate anAccountNicknameWalk clientthrough BillPay/ZelleenrollmentHelpedClientViewaccountINVOHelpedWith aStopPaymentAsk client forTransactionID to find inCentral.SentPasswordResetemail/textClientLOVESit!WalkedClientThroughPAYA LOAN(internal)WalkedClientthroughExternalTransferINVOWalkedClientthroughEnrollmentHelpedClientviewstatementAUTOPAYEnrollmentUseCSRAssistShowedClientNewFeatureHelpedclientupdateSAC CodeProvideclient withEnrollmentlinkWalkclientthroughbiometricsUseCSRAssistWalk clientthrough COIDocusign onwebsiteHelpedwithMobileDepositUnlockClientINVOHelpedUpdate anAccountNicknameWalk clientthrough BillPay/ZelleenrollmentHelpedClientViewaccountINVOHelpedWith aStopPaymentAsk client forTransactionID to find inCentral.SentPasswordResetemail/textClientLOVESit!WalkedClientThroughPAYA LOAN(internal)WalkedClientthroughExternalTransferINVOWalkedClientthroughEnrollmentHelpedClientviewstatementAUTOPAYEnrollment

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