CFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingUpdateCx InfoWarmTransferQualifiedWealthReferralATM/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.UpdateCxInfoWarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)Cross-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)OutboundCallingWarmTransferCross-sell anyproductATM/MobileDepositCreditCardWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).WAYSTOWIN:CFA/Option0CFA/Option0Credit Card –Complete aCredit Cardapplication!OutboundCallingCreditCardNewAccountCFA/Option0RecognizeaTeammateATM/MobileDepositCFA – (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.Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountATM/MobileDepositUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardOutbound 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, BrittanneeNewAccountCFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingUpdateCx InfoWarmTransferQualifiedWealthReferralATM/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.UpdateCxInfoWarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)Cross-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)OutboundCallingWarmTransferCross-sell anyproductATM/MobileDepositCreditCardWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).WAYSTOWIN:CFA/Option0CFA/Option0Credit Card –Complete aCredit Cardapplication!OutboundCallingCreditCardNewAccountCFA/Option0RecognizeaTeammateATM/MobileDepositCFA – (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.Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountATM/MobileDepositUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardOutbound 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, BrittanneeNewAccount

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