Assistingclient withFrozen MicroDepositsAdding aDomesticBankonlineSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSSet Back-upDocumentationExpectationsLinking abank alreadyon file to aVanguardaccountSentauthenticationmessage tojoint partysecuremessageUsed bankauthorizationTool - CMSAdd a bankonline withInstant bankauthenticationprocessAdd a bankonline withMicro-depositsContactingClientCareUsed theAdd aBank ToolAdd abankby formEstablishinganInternationalBankDeletedbankLetting clientknow of 2-3business daysMicro-depositprocessAuthorizea bank -CMSAdd abanknicknameContact JSS forjoint accountclient todeterminemicro-depositamountCheckdynamic fordeletedbank reasonCheck BPMfor ACHRejectsreasonSet expectationthat client willneed to printform after goingthroughIntelledoxLetting clientknow of 7-10calendar daysBankVerificationHoldAdditionalownerauthenticationAssistingclient withFrozen MicroDepositsAdding aDomesticBankonlineSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSSet Back-upDocumentationExpectationsLinking abank alreadyon file to aVanguardaccountSentauthenticationmessage tojoint partysecuremessageUsed bankauthorizationTool - CMSAdd a bankonline withInstant bankauthenticationprocessAdd a bankonline withMicro-depositsContactingClientCareUsed theAdd aBank ToolAdd abankby formEstablishinganInternationalBankDeletedbankLetting clientknow of 2-3business daysMicro-depositprocessAuthorizea bank -CMSAdd abanknicknameContact JSS forjoint accountclient todeterminemicro-depositamountCheckdynamic fordeletedbank reasonCheck BPMfor ACHRejectsreasonSet expectationthat client willneed to printform after goingthroughIntelledoxLetting clientknow of 7-10calendar daysBankVerificationHoldAdditionalownerauthentication

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