Helped Client View account Client LOVES it! Walked Client Through PAY A LOAN (internal) Provide client with Enrollment link Helped with Mobile Deposit Walk client through COI Docusign on website Walk client through Bill Pay/Zelle enrollment Helped client update SAC Code Unlock Client Helped With a Stop Payment Showed Client New Feature Helped Client view statement Use CSR Assist Walked Client through Enrollment INVO Sent Password Reset email/text INVO Use CSR Assist AUTO PAY Enrollment Walked Client through External Transfer Ask client for Transaction ID to find in Central. Helped Update an Account Nickname Walk client through biometrics INVO Helped Client View account Client LOVES it! Walked Client Through PAY A LOAN (internal) Provide client with Enrollment link Helped with Mobile Deposit Walk client through COI Docusign on website Walk client through Bill Pay/Zelle enrollment Helped client update SAC Code Unlock Client Helped With a Stop Payment Showed Client New Feature Helped Client view statement Use CSR Assist Walked Client through Enrollment INVO Sent Password Reset email/text INVO Use CSR Assist AUTO PAY Enrollment Walked Client through External Transfer Ask client for Transaction ID to find in Central. Helped Update an Account Nickname Walk client through biometrics INVO
(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.
Helped Client View account
Client LOVES it!
Walked Client Through PAY A LOAN (internal)
Provide client with Enrollment link
Helped with Mobile Deposit
Walk client through COI Docusign on website
Walk client through Bill Pay/Zelle enrollment
Helped client update SAC Code
Unlock Client
Helped With a Stop Payment
Showed Client New Feature
Helped Client view statement
Use CSR Assist
Walked Client through Enrollment
INVO
Sent Password Reset email/text
INVO
Use CSR Assist
AUTO PAY Enrollment
Walked Client through External Transfer
Ask client for Transaction ID to find in Central.
Helped Update an Account Nickname
Walk client through biometrics
INVO