Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritrade UpdateCxInfoNewAccountCredit Card –Complete aCredit Cardapplication!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.Outbound 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, BrittanneeCreditCardCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0WAYSTOWIN:Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)UpdateCx InfoATM/MobileDepositCreditCardCFA – (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.NewAccountWarmTransferATM/MobileDepositNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingATM/MobileDepositCross-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)NewAccountQualifiedWealthReferralCFA/Option0WarmTransferOutboundCallingCFA/Option0WarmTransferOutboundCallingWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0RecognizeaTeammateQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeUpdateCxInfoNewAccountCredit Card –Complete aCredit Cardapplication!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.Outbound 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, BrittanneeCreditCardCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0WAYSTOWIN:Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)UpdateCx InfoATM/MobileDepositCreditCardCFA – (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.NewAccountWarmTransferATM/MobileDepositNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingATM/MobileDepositCross-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)NewAccountQualifiedWealthReferralCFA/Option0WarmTransferOutboundCallingCFA/Option0WarmTransferOutboundCallingWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0RecognizeaTeammate

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