Set Back-upDocumentationExpectationsAdditionalownerauthenticationSet expectationthat client willneed to printform after goingthroughIntelledoxAssistingclient withFrozen MicroDepositsDeauthorizea bank -CMSContactingClientCareAdd a bankonline withMicro-depositsAdd abankby formCheckdynamic fordeletedbank reasonLetting clientknow of 7-10calendar daysBankVerificationHoldAdding aDomesticBankonlineLetting clientknow of 2-3business daysMicro-depositprocessSend ClientElectronicBankTransactionlinkCheck BPMfor ACHRejectsreasonDeletedbankAdd a bankonline withInstant bankauthenticationprocessAdd abanknicknameUsed theAdd aBank ToolAuthorizea bank -CMSUsed bankauthorizationTool - CMSSentauthenticationmessage tojoint partysecuremessageEstablishinganInternationalBankContact JSS forjoint accountclient todeterminemicro-depositamountLinking abank alreadyon file to aVanguardaccountSet Back-upDocumentationExpectationsAdditionalownerauthenticationSet expectationthat client willneed to printform after goingthroughIntelledoxAssistingclient withFrozen MicroDepositsDeauthorizea bank -CMSContactingClientCareAdd a bankonline withMicro-depositsAdd abankby formCheckdynamic fordeletedbank reasonLetting clientknow of 7-10calendar daysBankVerificationHoldAdding aDomesticBankonlineLetting clientknow of 2-3business daysMicro-depositprocessSend ClientElectronicBankTransactionlinkCheck BPMfor ACHRejectsreasonDeletedbankAdd a bankonline withInstant bankauthenticationprocessAdd abanknicknameUsed theAdd aBank ToolAuthorizea bank -CMSUsed bankauthorizationTool - CMSSentauthenticationmessage tojoint partysecuremessageEstablishinganInternationalBankContact JSS forjoint accountclient todeterminemicro-depositamountLinking 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. Set Back-up Documentation Expectations
  2. Additional owner authentication
  3. Set expectation that client will need to print form after going through Intelledox
  4. Assisting client with Frozen Micro Deposits
  5. Deauthorize a bank - CMS
  6. Contacting Client Care
  7. Add a bank online with Micro-deposits
  8. Add a bank by form
  9. Check dynamic for deleted bank reason
  10. Letting client know of 7-10 calendar days Bank Verification Hold
  11. Adding a Domestic Bank online
  12. Letting client know of 2-3 business days Micro-deposit process
  13. Send Client Electronic Bank Transaction link
  14. Check BPM for ACH Rejects reason
  15. Deleted bank
  16. Add a bank online with Instant bank authentication process
  17. Add a bank nickname
  18. Used the Add a Bank Tool
  19. Authorize a bank - CMS
  20. Used bank authorization Tool - CMS
  21. Sent authentication message to joint party secure message
  22. Establishing an International Bank
  23. Contact JSS for joint account client to determine micro-deposit amount
  24. Linking a bank already on file to a Vanguard account