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