CreditCardATM/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, BrittanneeQualifiedWealthReferralCFA/Option0CFA/Option0UpdateCx InfoCreditCardCreditCardQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCredit Card –Complete aCredit Cardapplication!WarmTransferATM/MobileDepositUpdateCxInfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)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.Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/MobileDepositRecognizeaTeammateWarmTransferWAYSTOWIN:CFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountOutboundCallingOutboundCallingWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).WarmTransferOutboundCallingCross-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)Cross-sell anyproductNewAccountCFA/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.CreditCardATM/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, BrittanneeQualifiedWealthReferralCFA/Option0CFA/Option0UpdateCx InfoCreditCardCreditCardQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCredit Card –Complete aCredit Cardapplication!WarmTransferATM/MobileDepositUpdateCxInfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)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.Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/MobileDepositRecognizeaTeammateWarmTransferWAYSTOWIN:CFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountOutboundCallingOutboundCallingWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).WarmTransferOutboundCallingCross-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)Cross-sell anyproductNewAccountCFA/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.

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