Authorizea bank -CMSSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withMicro-depositsCheckdynamic fordeletedbank reasonAssistingclient withFrozen MicroDepositsAdd abankby formUsed theAdd aBank ToolAdding aDomesticBankonlineUsed bankauthorizationTool - CMSLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankContactingClientCareSend ClientElectronicBankTransactionlinkSet Back-upDocumentationExpectationsCheck BPMfor ACHRejectsreasonSentauthenticationmessage tojoint partysecuremessageAdd abanknicknameContact JSS forjoint accountclient todeterminemicro-depositamountAdditionalownerauthenticationEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessLinking abank alreadyon file to aVanguardaccountDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldAuthorizea bank -CMSSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withMicro-depositsCheckdynamic fordeletedbank reasonAssistingclient withFrozen MicroDepositsAdd abankby formUsed theAdd aBank ToolAdding aDomesticBankonlineUsed bankauthorizationTool - CMSLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankContactingClientCareSend ClientElectronicBankTransactionlinkSet Back-upDocumentationExpectationsCheck BPMfor ACHRejectsreasonSentauthenticationmessage tojoint partysecuremessageAdd abanknicknameContact JSS forjoint accountclient todeterminemicro-depositamountAdditionalownerauthenticationEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessLinking abank alreadyon file to aVanguardaccountDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHold

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