MONEYMARKETACCOUNTSARE TIEREDRATESTHIS ISYOUR ONEAND ONLYCHANGEEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDUREADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTRate 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.INCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 152582ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSTHAT WOULDBEFRUSTERATINGI will bemore thanglad/ happyto assistyouDISCOVERIS HERETOHELP YOUTHANKYOUFOR YOURBUSINESSOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLETHE ANNUALPERCENTAGERATE AS OFTODAYIS_________NO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHANKYOU FORYOURTIMETODAYGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMERMONEYMARKETACCOUNTSARE TIEREDRATESTHIS ISYOUR ONEAND ONLYCHANGEEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUEAPPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDUREADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSDISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTRate 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.INCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 152582ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSTHAT WOULDBEFRUSTERATINGI will bemore thanglad/ happyto assistyouDISCOVERIS HERETOHELP YOUTHANKYOUFOR YOURBUSINESSOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLETHE ANNUALPERCENTAGERATE AS OFTODAYIS_________NO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSTHANKYOU FORYOURTIMETODAYGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMER

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