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