ADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHANKYOU FORYOURTIMETODAYAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDDISCOVERIS HERETOHELP YOURate 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.I will bemore thanglad/ happyto assistyouOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________MONEYMARKETACCOUNTSARE TIREDRATESPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSTHAT WOULDBEFRUSTERATINGHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEYOU AREAWESOME2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERBECONFIDENTNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLBEFRIENDLYANDUPBEATNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHIS ISYOUR ONEAND ONLYCHANGETHANKYOUFOR YOURBUSINESSADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHANKYOU FORYOURTIMETODAYAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDDISCOVERIS HERETOHELP YOURate 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.I will bemore thanglad/ happyto assistyouOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________MONEYMARKETACCOUNTSARE TIREDRATESPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSTHAT WOULDBEFRUSTERATINGHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEYOU AREAWESOME2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERBECONFIDENTNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLBEFRIENDLYANDUPBEATNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHIS ISYOUR ONEAND ONLYCHANGETHANKYOUFOR YOURBUSINESS

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