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