2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERMONEYMARKETACCOUNTSARE TIEREDRATESPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHANKYOU FORYOURTIMETODAYEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDTHAT WOULDBEFRUSTERATINGNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEDISCOVERIS HERETOHELP YOUTHANKYOUFOR YOURBUSINESSRate 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.APPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDURETHIS ISYOUR ONEAND ONLYCHANGEONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUETHE ANNUALPERCENTAGERATE AS OFTODAYIS_________INCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258DISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODI will bemore thanglad/ happyto assistyouSMILE WHENYOU ARESPEAKINGWITH YOURCUSTOMER2ND LEVELSECURITY ON ALLMONEYMOVEMENT SEEMONEY PAGE FORCORRECTQUESTIONSDid the customer expressdissatisfaction? YOU MUST ENTER INCOMPLAINT/FEEDBACKTRACKERMONEYMARKETACCOUNTSARE TIEREDRATESPROVIDE NEXTSTEPSMAIL TIME TRIALDEPOSITSCONFIRMATION OFACCOUNT WELCOMEKIT 7-10 BUS DAYSADVISECUSTOMERTOUSE SECUREDOCUMENTUPLOADTHANKYOU FORYOURTIMETODAYEXPEDITED CHECKSWORKAROUND- GOTO MONEY PAGE -WITHDRAWL VIAEXPEDITED CHECKWORK AROUNDTHAT WOULDBEFRUSTERATINGNOTATE EVERYACCOUNT ONLYUPDATE LASTDATE OF CONTACTFOR ACCOUNTSYOU SPOKEABOUTOUR MM AND OSAACCOUNTS AS OFTODAY HAVE AANNUALPERCENTAGE RATEOF ______ AND IT ISVARIABLEDISCOVERIS HERETOHELP YOUTHANKYOUFOR YOURBUSINESSRate 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.APPLICATION FALLOUTDIDYOU GET ANACCOUNT NUMBERAFTER OPENING NEWACCOUNT?NO- THANCHECK APPLICATIONSTATUS AND FOLLOWPROCEDURETHIS ISYOUR ONEAND ONLYCHANGEONLYANSWER YESOR NO TO A3RD PARTYCALLING INTO VERIFYFUNDSGET YOURCUSTOMER TOUSEDISCOVER.COMMENTIONONEVERY CALLMM/DEBITCARDS WILLARRIVE IN 7-10BUSINESSDAYS REG MAILHAVE A SMALLCONVERSATIONWITH YOURCUSTOMER-BUILD VALUETHE ANNUALPERCENTAGERATE AS OFTODAYIS_________INCOMING WIRESBANKOF NEW YORK MELLONABA-043000261 SWIFTCODE: IRVTUS3NADDRESS: #3 MELLONBANK CENTERPITTSBURGH, PA 15258DISCOVER HAS $0FRAUD LIABILITYDISPUTEDTRANSACTIONSWILLHAVE APROVISIONALCREDIT APPLIEDNO MORETHAN 2 FEEWAIVERS IN A12 MONTHROLLINGPERIODI will bemore thanglad/ happyto assistyouSMILE 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. 2ND LEVEL SECURITY ON ALL MONEY MOVEMENT SEE MONEY PAGE FOR CORRECT QUESTIONS
  2. Did the customer express dissatisfaction? YOU MUST ENTER IN COMPLAINT/FEEDBACK TRACKER
  3. MONEY MARKET ACCOUNTS ARE TIERED RATES
  4. PROVIDE NEXT STEPS MAIL TIME TRIAL DEPOSITS CONFIRMATION OF ACCOUNT WELCOME KIT 7-10 BUS DAYS
  5. ADVISE CUSTOMER TO USE SECURE DOCUMENT UPLOAD
  6. THANK YOU FOR YOUR TIME TODAY
  7. EXPEDITED CHECKS WORKAROUND- GO TO MONEY PAGE - WITHDRAWL VIA EXPEDITED CHECK WORK AROUND
  8. THAT WOULD BE FRUSTERATING
  9. NOTATE EVERY ACCOUNT ONLY UPDATE LAST DATE OF CONTACT FOR ACCOUNTS YOU SPOKE ABOUT
  10. OUR MM AND OSA ACCOUNTS AS OF TODAY HAVE A ANNUAL PERCENTAGE RATE OF ______ AND IT IS VARIABLE
  11. DISCOVER IS HERE TO HELP YOU
  12. THANK YOU FOR YOUR BUSINESS
  13. 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.
  14. APPLICATION FALLOUT DID YOU GET AN ACCOUNT NUMBER AFTER OPENING NEW ACCOUNT? NO- THAN CHECK APPLICATION STATUS AND FOLLOW PROCEDURE
  15. THIS IS YOUR ONE AND ONLY CHANGE
  16. ONLY ANSWER YES OR NO TO A 3RD PARTY CALLING IN TO VERIFY FUNDS
  17. GET YOUR CUSTOMER TO USE DISCOVER.COM MENTION ON EVERY CALL
  18. MM/DEBIT CARDS WILL ARRIVE IN 7-10 BUSINESS DAYS REG MAIL
  19. HAVE A SMALL CONVERSATION WITH YOUR CUSTOMER-BUILD VALUE
  20. THE ANNUAL PERCENTAGE RATE AS OF TODAY IS_________
  21. INCOMING WIRES BANK OF NEW YORK MELLON ABA-043000261 SWIFT CODE: IRVTUS3N ADDRESS: #3 MELLON BANK CENTER PITTSBURGH, PA 15258
  22. DISCOVER HAS $0 FRAUD LIABILITY DISPUTED TRANSACTIONS WILL HAVE A PROVISIONAL CREDIT APPLIED
  23. NO MORE THAN 2 FEE WAIVERS IN A 12 MONTH ROLLING PERIOD
  24. I will be more than glad/ happy to assist you
  25. SMILE WHEN YOU ARE SPEAKING WITH YOUR CUSTOMER