UpdateCxInfoQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutbound Calling –(Platform) Make 5 calls.(Teller) Send 5 leads wecan call by screenshottingand sending to anyplatform teammate (Smallbusiness customer leads,FSR leads, etc) CC Aja,Jill, Brad, BrittanneeUpdateCx InfoWAYSTOWIN:Credit Card –Complete aCredit Cardapplication!CFA/Option0CreditCardWarmTransferQualifiedWealthReferralATM/MobileDepositATM/MobileDepositCross-sell any product– if you are alreadyspeaking to a customerabout a product, givethem more and offersomething else! (Ex:checking and savings,credit card and mobiledeposit, etc)CFA/Option0CFA – (Platform)Complete a CustomerFinancial Assessment.(Tellers) Use "Option 0" touncover customer needsand send screenshot withdetailed information offindings and customerprofile to Platform, CC:Aja, Jill, Brad, Brittanee.Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingOutboundCallingNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountCreditCardCFA/Option0WarmTransferATM/Mobile Deposit –Walk the customer overto the ATM anddemonstrate how to doa deposit at themachine or show thecustomer how tocomplete a mobiledeposit on the spot.CFA/Option0Cross-sell anyproductNewAccountRecognizeaTeammateOutboundCallingUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.WarmTransferCreditCardNewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)ATM/MobileDepositUpdateCxInfoQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutbound Calling –(Platform) Make 5 calls.(Teller) Send 5 leads wecan call by screenshottingand sending to anyplatform teammate (Smallbusiness customer leads,FSR leads, etc) CC Aja,Jill, Brad, BrittanneeUpdateCx InfoWAYSTOWIN:Credit Card –Complete aCredit Cardapplication!CFA/Option0CreditCardWarmTransferQualifiedWealthReferralATM/MobileDepositATM/MobileDepositCross-sell any product– if you are alreadyspeaking to a customerabout a product, givethem more and offersomething else! (Ex:checking and savings,credit card and mobiledeposit, etc)CFA/Option0CFA – (Platform)Complete a CustomerFinancial Assessment.(Tellers) Use "Option 0" touncover customer needsand send screenshot withdetailed information offindings and customerprofile to Platform, CC:Aja, Jill, Brad, Brittanee.Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingOutboundCallingNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountCreditCardCFA/Option0WarmTransferATM/Mobile Deposit –Walk the customer overto the ATM anddemonstrate how to doa deposit at themachine or show thecustomer how tocomplete a mobiledeposit on the spot.CFA/Option0Cross-sell anyproductNewAccountRecognizeaTeammateOutboundCallingUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.WarmTransferCreditCardNewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)ATM/MobileDeposit

Be Legendary! BINGO - 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. Update Cx Info
  2. Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
  3. 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
  4. Update Cx Info
  5. WAYS TO WIN:
  6. Credit Card – Complete a Credit Card application!
  7. CFA/ Option 0
  8. Credit Card
  9. Warm Transfer
  10. Qualified Wealth Referral
  11. ATM/Mobile Deposit
  12. ATM/Mobile Deposit
  13. 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)
  14. CFA/ Option 0
  15. 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.
  16. 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).
  17. Outbound Calling
  18. Outbound Calling
  19. New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
  20. New Account
  21. Credit Card
  22. CFA/ Option 0
  23. Warm Transfer
  24. 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.
  25. CFA/ Option 0
  26. Cross-sell any product
  27. New Account
  28. Recognize a Teammate
  29. Outbound Calling
  30. Update Customer Info – Ask your customer for updated information and change it in the system.
  31. Warm Transfer
  32. Credit Card
  33. New Account
  34. Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja)
  35. ATM/Mobile Deposit