This bingo card has 24 images, a free space and 35 words: CFA/ Option 0, Credit Card, ATM/Mobile Deposit, New Account, Warm Transfer, Cross-sell any product, Outbound Calling, Credit Card, Update Cx Info, CFA/ Option 0, Warm Transfer, New Account, Qualified Wealth Referral, ATM/Mobile Deposit, Update Cx Info, ATM/Mobile Deposit, Recognize a Teammate, CFA/ Option 0, Outbound Calling, CFA/ Option 0, Credit Card, Outbound Calling, Warm Transfer, New Account, WAYS TO WIN:, Warm Transfer - Tellers refer to platform by walking the customer over and introducing their teammate. Platform teammates refer to any partners (Small Business, Merchant Solutions, FSR/Wealth, etc)., ATM/Mobile Deposit – Walk the customer over to the ATM and demonstrate how to do a deposit at the machine or show the customer how to complete a mobile deposit on the spot., CFA – (Platform) Complete a Customer Financial Assessment. (Tellers) Use "Option 0" to uncover customer needs and send screenshot with detailed information of findings and customer profile to Platform, CC: Aja, Jill, Brad, Brittanee., New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale., Outbound Calling – (Platform) Make 5 calls. (Teller) Send 5 leads we can call by screenshotting and sending to any platform teammate (Small business customer leads, FSR leads, etc) CC Aja, Jill, Brad, Brittannee, Credit Card – Complete a Credit Card application!, Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja), Update Customer Info – Ask your customer for updated information and change it in the system., Cross-sell any product – if you are already speaking to a customer about a product, give them more and offer something else! (Ex: checking and savings, credit card and mobile deposit, etc) and Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade.
⚠ This card has duplicate items: CFA/ Option 0 (4), Credit Card (3), ATM/Mobile Deposit (3), New Account (3), Warm Transfer (2), Outbound Calling (2)
Banking Bingo | TELLER BINGO | Wealth Bingo | Sales Conversations | TELLER BINGO
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