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