Rate 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.OUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLETHAT WOULDBEFRUSTERATINGPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258ADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHIS ISYOUR ONEAND ONLYCHANGEDISCOVERIS HERETOHELP YOUHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLODISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDI will bemore thanglad/ happyto assistyou2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSBEFRIENDLYANDUPBEATYOU AREAWESOMETHANKYOUFOR YOURBUSINESSBECONFIDENTONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMEREXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDMONEYMARKETACCOUNTSARE TIREDRATESMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHANKYOU FORYOURTIMETODAYNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________Rate 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.OUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLETHAT WOULDBEFRUSTERATINGPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258ADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHIS ISYOUR ONEAND ONLYCHANGEDISCOVERIS HERETOHELP YOUHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLODISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDI will bemore thanglad/ happyto assistyou2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSBEFRIENDLYANDUPBEATYOU AREAWESOMETHANKYOUFOR YOURBUSINESSBECONFIDENTONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMEREXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDMONEYMARKETACCOUNTSARE TIREDRATESMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHANKYOU FORYOURTIMETODAYNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________

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