OutboundCallingCFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0CFA/Option0WAYSTOWIN:WarmTransferNewAccountCross-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)QualifiedWealthReferralCross-sell anyproductRecognizeaTeammateWarmTransferCFA – (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.ATM/MobileDepositOutbound 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, BrittanneeATM/MobileDepositOutboundCallingATM/MobileDepositUpdateCx InfoNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.CFA/Option0NewAccountOutboundCallingRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)WarmTransferCreditCardNewAccountATM/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.Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardCreditCardUpdateCxInfoCredit Card –Complete aCredit Cardapplication!OutboundCallingCFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0CFA/Option0WAYSTOWIN:WarmTransferNewAccountCross-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)QualifiedWealthReferralCross-sell anyproductRecognizeaTeammateWarmTransferCFA – (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.ATM/MobileDepositOutbound 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, BrittanneeATM/MobileDepositOutboundCallingATM/MobileDepositUpdateCx InfoNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.CFA/Option0NewAccountOutboundCallingRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)WarmTransferCreditCardNewAccountATM/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.Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardCreditCardUpdateCxInfoCredit Card –Complete aCredit Cardapplication!

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