Walk clientthrough COIDocusign onwebsiteUseCSRAssistINVOINVOClientLOVESit!HelpedclientupdateSAC CodeProvideclient withEnrollmentlinkAsk client forTransactionID to find inCentral.WalkedClientThroughPAYA LOAN(internal)AUTOPAYEnrollmentWalkedClientthroughEnrollmentShowedClientNewFeatureHelpedWith aStopPaymentUnlockClientHelpedwithMobileDepositUseCSRAssistINVOSentPasswordResetemail/textWalkedClientthroughExternalTransferWalk clientthrough BillPay/ZelleenrollmentWalkclientthroughbiometricsHelpedUpdate anAccountNicknameHelpedClientviewstatementHelpedClientViewaccountWalk clientthrough COIDocusign onwebsiteUseCSRAssistINVOINVOClientLOVESit!HelpedclientupdateSAC CodeProvideclient withEnrollmentlinkAsk client forTransactionID to find inCentral.WalkedClientThroughPAYA LOAN(internal)AUTOPAYEnrollmentWalkedClientthroughEnrollmentShowedClientNewFeatureHelpedWith aStopPaymentUnlockClientHelpedwithMobileDepositUseCSRAssistINVOSentPasswordResetemail/textWalkedClientthroughExternalTransferWalk clientthrough BillPay/ZelleenrollmentWalkclientthroughbiometricsHelpedUpdate anAccountNicknameHelpedClientviewstatementHelpedClientViewaccount

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