Letting clientknow of 2-3business daysMicro-depositprocessContact JSS forjoint accountclient todeterminemicro-depositamountAdd abanknicknameSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSSet Back-upDocumentationExpectationsUsed bankauthorizationTool - CMSEstablishinganInternationalBankSet expectationthat client willneed to printform after goingthroughIntelledoxContactingClientCareAdd abankby formAdding aDomesticBankonlineAdditionalownerauthenticationAssistingclient withFrozen MicroDepositsDeletedbankUsed theAdd aBank ToolAuthorizea bank -CMSCheck BPMfor ACHRejectsreasonSentauthenticationmessage tojoint partysecuremessageAdd a bankonline withMicro-depositsCheckdynamic fordeletedbank reasonLinking abank alreadyon file to aVanguardaccountAdd a bankonline withInstant bankauthenticationprocessLetting clientknow of 7-10calendar daysBankVerificationHoldLetting clientknow of 2-3business daysMicro-depositprocessContact JSS forjoint accountclient todeterminemicro-depositamountAdd abanknicknameSend ClientElectronicBankTransactionlinkDeauthorizea bank -CMSSet Back-upDocumentationExpectationsUsed bankauthorizationTool - CMSEstablishinganInternationalBankSet expectationthat client willneed to printform after goingthroughIntelledoxContactingClientCareAdd abankby formAdding aDomesticBankonlineAdditionalownerauthenticationAssistingclient withFrozen MicroDepositsDeletedbankUsed theAdd aBank ToolAuthorizea bank -CMSCheck BPMfor ACHRejectsreasonSentauthenticationmessage tojoint partysecuremessageAdd a bankonline withMicro-depositsCheckdynamic fordeletedbank reasonLinking abank alreadyon file to aVanguardaccountAdd a bankonline withInstant bankauthenticationprocessLetting clientknow of 7-10calendar daysBankVerificationHold

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