Used bankauthorizationTool - CMSUsed theAdd aBank ToolSend ClientElectronicBankTransactionlinkAdd a bankonline withMicro-depositsDeauthorizea bank -CMSContact JSS forjoint accountclient todeterminemicro-depositamountAdding aDomesticBankonlineAssistingclient withFrozen MicroDepositsCheck BPMfor ACHRejectsreasonAdd abanknicknameEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessSet expectationthat client willneed to printform after goingthroughIntelledoxLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankAuthorizea bank -CMSLinking abank alreadyon file to aVanguardaccountCheckdynamic fordeletedbank reasonLetting clientknow of 7-10calendar daysBankVerificationHoldSet Back-upDocumentationExpectationsAdd abankby formSentauthenticationmessage tojoint partysecuremessageContactingClientCareAdditionalownerauthenticationUsed bankauthorizationTool - CMSUsed theAdd aBank ToolSend ClientElectronicBankTransactionlinkAdd a bankonline withMicro-depositsDeauthorizea bank -CMSContact JSS forjoint accountclient todeterminemicro-depositamountAdding aDomesticBankonlineAssistingclient withFrozen MicroDepositsCheck BPMfor ACHRejectsreasonAdd abanknicknameEstablishinganInternationalBankAdd a bankonline withInstant bankauthenticationprocessSet expectationthat client willneed to printform after goingthroughIntelledoxLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankAuthorizea bank -CMSLinking abank alreadyon file to aVanguardaccountCheckdynamic fordeletedbank reasonLetting clientknow of 7-10calendar daysBankVerificationHoldSet Back-upDocumentationExpectationsAdd abankby formSentauthenticationmessage tojoint partysecuremessageContactingClientCareAdditionalownerauthentication

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Used bank authorization Tool - CMS
  2. Used the Add a Bank Tool
  3. Send Client Electronic Bank Transaction link
  4. Add a bank online with Micro-deposits
  5. Deauthorize a bank - CMS
  6. Contact JSS for joint account client to determine micro-deposit amount
  7. Adding a Domestic Bank online
  8. Assisting client with Frozen Micro Deposits
  9. Check BPM for ACH Rejects reason
  10. Add a bank nickname
  11. Establishing an International Bank
  12. Add a bank online with Instant bank authentication process
  13. Set expectation that client will need to print form after going through Intelledox
  14. Letting client know of 2-3 business days Micro-deposit process
  15. Deleted bank
  16. Authorize a bank - CMS
  17. Linking a bank already on file to a Vanguard account
  18. Check dynamic for deleted bank reason
  19. Letting client know of 7-10 calendar days Bank Verification Hold
  20. Set Back-up Documentation Expectations
  21. Add a bank by form
  22. Sent authentication message to joint party secure message
  23. Contacting Client Care
  24. Additional owner authentication