THE ANNUALPERCENTAGERATE AS OFTODAYIS_________APPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDURETHAT WOULDBEFRUSTERATINGHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDS2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSTHIS ISYOUR ONEAND ONLYCHANGEOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLESMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERI will bemore thanglad/ happyto assistyouRate 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.PROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSTHANKYOUFOR YOURBUSINESSDISCOVERIS HERETOHELP YOUMONEYMARKETACCOUNTSARE TIEREDRATESINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHANKYOU FORYOURTIMETODAYNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________APPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDURETHAT WOULDBEFRUSTERATINGHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDS2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSTHIS ISYOUR ONEAND ONLYCHANGEOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLESMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERI will bemore thanglad/ happyto assistyouRate 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.PROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSTHANKYOUFOR YOURBUSINESSDISCOVERIS HERETOHELP YOUMONEYMARKETACCOUNTSARE TIEREDRATESINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODTHANKYOU FORYOURTIMETODAYNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKER

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