You use ToS Admin Tech issues You follow up with a client Call that lasts less than 60 seconds You use BlueZone Placed a CD trade Call that lasts more than an hour You send a check to a client You open a clients 1099 You have a 1 on 1 with Peter Any precious metals quotes Call from Caresse York You are featured in Zach’s TXR Loyalty You place a Money Market trade Futures Quotes You answer someone’s question in Teams chat You send a secure message You take all your breaks and lunches on time Positive Escalation You send a Sendword You receive a Sendword Call from another rep you know ToS question Client has been with Schwab for over 30 years You use ToS Admin Tech issues You follow up with a client Call that lasts less than 60 seconds You use BlueZone Placed a CD trade Call that lasts more than an hour You send a check to a client You open a clients 1099 You have a 1 on 1 with Peter Any precious metals quotes Call from Caresse York You are featured in Zach’s TXR Loyalty You place a Money Market trade Futures Quotes You answer someone’s question in Teams chat You send a secure message You take all your breaks and lunches on time Positive Escalation You send a Sendword You receive a Sendword Call from another rep you know ToS question Client has been with Schwab for over 30 years
(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.
You use ToS Admin
Tech issues
You follow up with a client
Call that lasts less than 60 seconds
You use BlueZone
Placed a CD trade
Call that lasts more than an hour
You send a check to a client
You open a clients 1099
You have a 1 on 1 with Peter
Any precious metals quotes
Call from Caresse York
You are featured in Zach’s TXR Loyalty
You place a Money Market trade
Futures Quotes
You answer someone’s question in Teams chat
You send a secure message
You take all your breaks and lunches on time
Positive Escalation
You send a Sendword
You receive a Sendword
Call from another rep you know
ToS question
Client has been with Schwab for over 30 years