Check BPMfor ACHRejectsreasonLinking abank alreadyon file to aVanguardaccountLetting clientknow of 7-10calendar daysBankVerificationHoldSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSDeletedbankEstablishinganInternationalBankLetting clientknow of 2-3business daysMicro-depositprocessAssistingclient withFrozen MicroDepositsCheckdynamic fordeletedbank reasonContactingClientCareUsed bankauthorizationTool - CMSAdditionalownerauthenticationAdd abankby formAdding aDomesticBankonlineContact JSS forjoint accountclient todeterminemicro-depositamountAdd a bankonline withInstant bankauthenticationprocessUsed theAdd aBank ToolAdd abanknicknameSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withMicro-depositsAuthorizea bank -CMSSentauthenticationmessage tojoint partysecuremessageSet Back-upDocumentationExpectationsCheck BPMfor ACHRejectsreasonLinking abank alreadyon file to aVanguardaccountLetting clientknow of 7-10calendar daysBankVerificationHoldSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSDeletedbankEstablishinganInternationalBankLetting clientknow of 2-3business daysMicro-depositprocessAssistingclient withFrozen MicroDepositsCheckdynamic fordeletedbank reasonContactingClientCareUsed bankauthorizationTool - CMSAdditionalownerauthenticationAdd abankby formAdding aDomesticBankonlineContact JSS forjoint accountclient todeterminemicro-depositamountAdd a bankonline withInstant bankauthenticationprocessUsed theAdd aBank ToolAdd abanknicknameSet expectationthat client willneed to printform after goingthroughIntelledoxAdd a bankonline withMicro-depositsAuthorizea bank -CMSSentauthenticationmessage tojoint partysecuremessageSet Back-upDocumentationExpectations

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