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