NOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODRate quotes must take placefor new and existing accountsand CD renewals.Time-stamping as "as of" date.Advising that the rate is avariable for OSA and MM.Must quote APY.Must state Annual PercentageYield in full before referring toas "APY.MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHIS ISYOUR ONEAND ONLYCHANGEOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOI will bemore thanglad/ happyto assistyouMONEYMARKETACCOUNTSARE TIREDRATESDISCOVERIS HERETOHELP YOUPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSYOU AREAWESOMEGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHANKYOU FORYOURTIMETODAYINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258THAT WOULDBEFRUSTERATINGBEFRIENDLYANDUPBEATTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________THANKYOUFOR YOURBUSINESSEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDBECONFIDENTSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMER2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODRate quotes must take placefor new and existing accountsand CD renewals.Time-stamping as "as of" date.Advising that the rate is avariable for OSA and MM.Must quote APY.Must state Annual PercentageYield in full before referring toas "APY.MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHIS ISYOUR ONEAND ONLYCHANGEOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOI will bemore thanglad/ happyto assistyouMONEYMARKETACCOUNTSARE TIREDRATESDISCOVERIS HERETOHELP YOUPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSYOU AREAWESOMEGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHANKYOU FORYOURTIMETODAYINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258THAT WOULDBEFRUSTERATINGBEFRIENDLYANDUPBEATTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________THANKYOUFOR YOURBUSINESSEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDBECONFIDENTSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMER2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOAD

Front Office - Call List

(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.


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  1. NOTATE EVERY ACCOUNT ONLY UPDATE LAST DATE OF CONTACT FOR ACCOUNTS YOU SPOKE ABOUT
  2. Did the customer express dissatisfaction? YOU MUST ENTER IN COMPLAINT/FEEDBACK TRACKER
  3. HAVE A SMALL CONVERSATION WITH YOUR CUSTOMER-BUILD VALUE
  4. DISCOVER HAS $0 FRAUD LIABILITY DISPUTED TRANSACTIONS WILL HAVE A PROVISIONAL CREDIT APPLIED
  5. NO MORE THAN 2 FEE WAIVERS IN A 12 MONTH ROLLING PERIOD
  6. Rate quotes must take place for new and existing accounts and CD renewals. Time-stamping as "as of" date. Advising that the rate is a variable for OSA and MM. Must quote APY. Must state Annual Percentage Yield in full before referring to as "APY.
  7. MM/DEBIT CARDS WILL ARRIVE IN 7-10 BUSINESS DAYS REG MAIL
  8. ONLY ANSWER YES OR NO TO A 3RD PARTY CALLING IN TO VERIFY FUNDS
  9. THIS IS YOUR ONE AND ONLY CHANGE
  10. OUR MM AND OSA ACCOUNTS AS OF TODAY HAVE A ANNUAL PERCENTAGE RATE OF ______ AND IT IS VARIABLE
  11. APPLICATION FALLOUT DID YOU GET AN ACCOUNT NUMBER AFTER OPENING NEW ACCOUNT? NO- THAN CHECK APPLICATION STATUS AND FOLLO
  12. I will be more than glad/ happy to assist you
  13. MONEY MARKET ACCOUNTS ARE TIRED RATES
  14. DISCOVER IS HERE TO HELP YOU
  15. PROVIDE NEXT STEPS MAIL TIME TRIAL DEPOSITS CONFIRMATION OF ACCOUNT WELCOME KIT 7-10 BUS DAYS
  16. YOU ARE AWESOME
  17. GET YOUR CUSTOMER TO USE DISCOVER.COM MENTION ON EVERY CALL
  18. THANK YOU FOR YOUR TIME TODAY
  19. INCOMING WIRES BANK OF NEW YORK MELLON ABA-043000261 SWIFT CODE: IRVTUS3N ADDRESS: #3 MELLON BANK CENTER PITTSBURGH, PA 15258
  20. THAT WOULD BE FRUSTERATING
  21. BE FRIENDLY AND UPBEAT
  22. THE ANNUAL PERCENTAGE RATE AS OF TODAY IS_________
  23. THANK YOU FOR YOUR BUSINESS
  24. EXPEDITED CHECKS WORKAROUND- GO TO MONEY PAGE - WITHDRAWL VIA EXPEDITED CHECK WORK AROUND
  25. BE CONFIDENT
  26. SMILE WHEN YOU ARE SPEAKING WITH YOUR CUSTOMER
  27. 2ND LEVEL SECURITY ON ALL MONEY MOVEMENT SEE MONEY PAGE FOR CORRECT QUESTIONS
  28. ADVISE CUSTOMER TO USE SECURE DOCUMENT UPLOAD