Dear Km1735, Good Evening.

The formulas and the auxiliar columns at worksheet were prepared to follow your layout of data.
The columns G and H at tab "List" are pointing to one line at tab "Template". In this case line 2.

Remember that you have multiples answers for each case on the Bank column at "Template" and need to find one exclusive answer at the phone/e-mail columns for this case..
Then, this way only works for one line of search.

IF you need more rows with this same kind of formulas simultaneously, I think, you have two ways to follow:

1) Create a new pair of G and H columns at tab "List" and adjust the formulas to the new line at tab "Template".

2) Create a new layout of the tab "List", that I think is much more complex than the yours.

Weel, this is what I think.

Probably someone here can help you too.

Probably any other user here can help you with an other solution.
There are a lot of people here all the time doing things with excel.

Any question, please, feel free to ask me.

Have a nice day.