PROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258THANKYOU FORYOURTIMETODAYRate 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.THANKYOUFOR YOURBUSINESSTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________SMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMEREXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDMONEYMARKETACCOUNTSARE TIEREDRATESHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUETHIS ISYOUR ONEAND ONLYCHANGEADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHAT WOULDBEFRUSTERATING2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLI will bemore thanglad/ happyto assistyouDISCOVERIS HERETOHELP YOUOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDUREPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILINCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258THANKYOU FORYOURTIMETODAYRate 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.THANKYOUFOR YOURBUSINESSTHE ANNUALPERCENTAGERATE AS OFTODAYIS_________SMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMEREXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDMONEYMARKETACCOUNTSARE TIEREDRATESHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUETHIS ISYOUR ONEAND ONLYCHANGEADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHAT WOULDBEFRUSTERATING2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLI will bemore thanglad/ happyto assistyouDISCOVERIS HERETOHELP YOUOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDURE

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