NOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDS2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDUREDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDMONEYMARKETACCOUNTSARE TIEREDRATESGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHAT WOULDBEFRUSTERATINGDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258HAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDDISCOVERIS HERETOHELP YOUTHANKYOU FORYOURTIMETODAYI will bemore thanglad/ happyto assistyouPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERTHANKYOUFOR YOURBUSINESSOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLENO 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.THIS ISYOUR ONEAND ONLYCHANGENOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDS2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDUREDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDMONEYMARKETACCOUNTSARE TIEREDRATESGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLTHAT WOULDBEFRUSTERATINGDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________MM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258HAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDDISCOVERIS HERETOHELP YOUTHANKYOU FORYOURTIMETODAYI will bemore thanglad/ happyto assistyouPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERTHANKYOUFOR YOURBUSINESSOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLENO 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.THIS ISYOUR ONEAND ONLYCHANGE

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