Deauthorizea bank -CMSDeletedbankContactingClientCareAdditionalownerauthenticationSet expectationthat client willneed to printform after goingthroughIntelledoxAdding aDomesticBankonlineCheck BPMfor ACHRejectsreasonUsed theAdd aBank ToolAdd abankby formAdd a bankonline withInstant bankauthenticationprocessSentauthenticationmessage tojoint partysecuremessageEstablishinganInternationalBankSend ClientElectronicBankTransactionlinkSet Back-upDocumentationExpectationsAuthorizea bank -CMSLetting clientknow of 2-3business daysMicro-depositprocessContact JSS forjoint accountclient todeterminemicro-depositamountUsed bankauthorizationTool - CMSAdd a bankonline withMicro-depositsLetting clientknow of 7-10calendar daysBankVerificationHoldAdd abanknicknameCheckdynamic fordeletedbank reasonAssistingclient withFrozen MicroDepositsLinking abank alreadyon file to aVanguardaccountDeauthorizea bank -CMSDeletedbankContactingClientCareAdditionalownerauthenticationSet expectationthat client willneed to printform after goingthroughIntelledoxAdding aDomesticBankonlineCheck BPMfor ACHRejectsreasonUsed theAdd aBank ToolAdd abankby formAdd a bankonline withInstant bankauthenticationprocessSentauthenticationmessage tojoint partysecuremessageEstablishinganInternationalBankSend ClientElectronicBankTransactionlinkSet Back-upDocumentationExpectationsAuthorizea bank -CMSLetting clientknow of 2-3business daysMicro-depositprocessContact JSS forjoint accountclient todeterminemicro-depositamountUsed bankauthorizationTool - CMSAdd a bankonline withMicro-depositsLetting clientknow of 7-10calendar daysBankVerificationHoldAdd abanknicknameCheckdynamic fordeletedbank reasonAssistingclient withFrozen MicroDepositsLinking abank alreadyon file to aVanguardaccount

Bingo Banking - 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. Deauthorize a bank - CMS
  2. Deleted bank
  3. Contacting Client Care
  4. Additional owner authentication
  5. Set expectation that client will need to print form after going through Intelledox
  6. Adding a Domestic Bank online
  7. Check BPM for ACH Rejects reason
  8. Used the Add a Bank Tool
  9. Add a bank by form
  10. Add a bank online with Instant bank authentication process
  11. Sent authentication message to joint party secure message
  12. Establishing an International Bank
  13. Send Client Electronic Bank Transaction link
  14. Set Back-up Documentation Expectations
  15. Authorize a bank - CMS
  16. Letting client know of 2-3 business days Micro-deposit process
  17. Contact JSS for joint account client to determine micro-deposit amount
  18. Used bank authorization Tool - CMS
  19. Add a bank online with Micro-deposits
  20. Letting client know of 7-10 calendar days Bank Verification Hold
  21. Add a bank nickname
  22. Check dynamic for deleted bank reason
  23. Assisting client with Frozen Micro Deposits
  24. Linking a bank already on file to a Vanguard account