Used theAdd aBank ToolCheck BPMfor ACHRejectsreasonAdd a bankonline withInstant bankauthenticationprocessAuthorizea bank -CMSDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldAdditionalownerauthenticationLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankAssistingclient withFrozen MicroDepositsAdding aDomesticBankonlineContact JSS forjoint accountclient todeterminemicro-depositamountSet expectationthat client willneed to printform after goingthroughIntelledoxSet Back-upDocumentationExpectationsSentauthenticationmessage tojoint partysecuremessageAdd abankby formCheckdynamic fordeletedbank reasonUsed bankauthorizationTool - CMSAdd a bankonline withMicro-depositsSend ClientElectronicBankTransactionlinkAdd abanknicknameLinking abank alreadyon file to aVanguardaccountContactingClientCareEstablishinganInternationalBankUsed theAdd aBank ToolCheck BPMfor ACHRejectsreasonAdd a bankonline withInstant bankauthenticationprocessAuthorizea bank -CMSDeauthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldAdditionalownerauthenticationLetting clientknow of 2-3business daysMicro-depositprocessDeletedbankAssistingclient withFrozen MicroDepositsAdding aDomesticBankonlineContact JSS forjoint accountclient todeterminemicro-depositamountSet expectationthat client willneed to printform after goingthroughIntelledoxSet Back-upDocumentationExpectationsSentauthenticationmessage tojoint partysecuremessageAdd abankby formCheckdynamic fordeletedbank reasonUsed bankauthorizationTool - CMSAdd a bankonline withMicro-depositsSend ClientElectronicBankTransactionlinkAdd abanknicknameLinking abank alreadyon file to aVanguardaccountContactingClientCareEstablishinganInternationalBank

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