ATM/MobileDepositNewAccountOutbound 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, BrittanneeCross-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)CreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0CFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountUpdateCxInfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)CreditCardCFA – (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.OutboundCallingCFA/Option0ATM/MobileDepositNewAccountRecognizeaTeammateWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).Cross-sell anyproductWarmTransferWAYSTOWIN:ATM/MobileDepositUpdateCx InfoOutboundCallingWarmTransferATM/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.Credit Card –Complete aCredit Cardapplication!QualifiedWealthReferralCreditCardNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingWarmTransferCFA/Option0ATM/MobileDepositNewAccountOutbound 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, BrittanneeCross-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)CreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0CFA/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountUpdateCxInfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)CreditCardCFA – (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.OutboundCallingCFA/Option0ATM/MobileDepositNewAccountRecognizeaTeammateWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).Cross-sell anyproductWarmTransferWAYSTOWIN:ATM/MobileDepositUpdateCx InfoOutboundCallingWarmTransferATM/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.Credit Card –Complete aCredit Cardapplication!QualifiedWealthReferralCreditCardNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.OutboundCallingWarmTransferCFA/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. ATM/Mobile Deposit
  2. New Account
  3. 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
  4. 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)
  5. Credit Card
  6. Update Customer Info – Ask your customer for updated information and change it in the system.
  7. CFA/ Option 0
  8. CFA/ Option 0
  9. Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
  10. New Account
  11. Update Cx Info
  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. Credit Card
  14. 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.
  15. Outbound Calling
  16. CFA/ Option 0
  17. ATM/Mobile Deposit
  18. New Account
  19. Recognize a Teammate
  20. 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).
  21. Cross-sell any product
  22. Warm Transfer
  23. WAYS TO WIN:
  24. ATM/Mobile Deposit
  25. Update Cx Info
  26. Outbound Calling
  27. Warm Transfer
  28. 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.
  29. Credit Card – Complete a Credit Card application!
  30. Qualified Wealth Referral
  31. Credit Card
  32. New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
  33. Outbound Calling
  34. Warm Transfer
  35. CFA/ Option 0