(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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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.
Cross-sell any product
Warm
Transfer
Outbound
Calling
ATM/Mobile
Deposit
Qualified Wealth Referral
Outbound
Calling
Credit Card
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.
CFA/
Option 0
Warm Transfer
Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
Recognize a Teammate
Credit Card
New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
CFA/
Option 0
Update Cx
Info
Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja)
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
Credit Card – Complete a Credit Card application!
ATM/Mobile
Deposit
CFA/
Option 0
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
Update Customer Info – Ask your customer for updated information and change it in the system.
Outbound Calling
Warm Transfer
CFA/
Option 0
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)
