UpdateCx InfoWarmTransferCredit Card –Complete aCredit Cardapplication!New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)Cross-sell anyproductNewAccountOutboundCallingUpdateCxInfoWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCross-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)WarmTransferATM/MobileDepositATM/MobileDepositCFA/Option0ATM/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 – (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.NewAccountCreditCardNewAccountCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardCFA/Option0QualifiedWealthReferralWAYSTOWIN:OutboundCallingRecognizeaTeammateOutbound 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, BrittanneeOutboundCallingWarmTransferCFA/Option0ATM/MobileDepositUpdateCx InfoWarmTransferCredit Card –Complete aCredit Cardapplication!New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)Cross-sell anyproductNewAccountOutboundCallingUpdateCxInfoWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCross-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)WarmTransferATM/MobileDepositATM/MobileDepositCFA/Option0ATM/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 – (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.NewAccountCreditCardNewAccountCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CreditCardCFA/Option0QualifiedWealthReferralWAYSTOWIN:OutboundCallingRecognizeaTeammateOutbound 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, BrittanneeOutboundCallingWarmTransferCFA/Option0ATM/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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
  1. Update Cx Info
  2. Warm Transfer
  3. Credit Card – Complete a Credit Card application!
  4. New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
  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. Cross-sell any product
  7. New Account
  8. Outbound Calling
  9. Update Cx Info
  10. 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).
  11. CFA/ Option 0
  12. Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
  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. Warm Transfer
  15. ATM/Mobile Deposit
  16. ATM/Mobile Deposit
  17. CFA/ Option 0
  18. 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.
  19. 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.
  20. New Account
  21. Credit Card
  22. New Account
  23. Credit Card
  24. Update Customer Info – Ask your customer for updated information and change it in the system.
  25. Credit Card
  26. CFA/ Option 0
  27. Qualified Wealth Referral
  28. WAYS TO WIN:
  29. Outbound Calling
  30. Recognize a Teammate
  31. 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
  32. Outbound Calling
  33. Warm Transfer
  34. CFA/ Option 0
  35. ATM/Mobile Deposit