CFA/Option0Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA – (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.WarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)NewAccountCFA/Option0ATM/MobileDepositWarmTransferRecognizeaTeammateWAYSTOWIN:ATM/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.New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.WarmTransferUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardUpdateCxInfoOutboundCallingOutbound 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, BrittanneeQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeUpdateCx InfoCreditCardQualifiedWealthReferralATM/MobileDepositOutboundCallingCreditCardCredit Card –Complete aCredit Cardapplication!OutboundCallingNewAccountCFA/Option0Cross-sell anyproductCross-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)NewAccountATM/MobileDepositCFA/Option0CFA/Option0Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA – (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.WarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)NewAccountCFA/Option0ATM/MobileDepositWarmTransferRecognizeaTeammateWAYSTOWIN:ATM/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.New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.WarmTransferUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardUpdateCxInfoOutboundCallingOutbound 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, BrittanneeQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeUpdateCx InfoCreditCardQualifiedWealthReferralATM/MobileDepositOutboundCallingCreditCardCredit Card –Complete aCredit Cardapplication!OutboundCallingNewAccountCFA/Option0Cross-sell anyproductCross-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)NewAccountATM/MobileDepositCFA/Option0

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