ATM/MobileDepositUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.OutboundCallingCFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.CFA/Option0UpdateCxInfoCFA/Option0ATM/MobileDepositWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingNewAccountCredit Card –Complete aCredit Cardapplication!Cross-sell anyproductATM/MobileDepositRecognizeaTeammateQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCreditCardCFA/Option0UpdateCx InfoWarmTransferOutboundCallingCreditCardCross-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)NewAccountWarmTransferWAYSTOWIN:QualifiedWealthReferralOutbound 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 – (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.CreditCardWarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)ATM/MobileDepositUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.OutboundCallingCFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.CFA/Option0UpdateCxInfoCFA/Option0ATM/MobileDepositWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingNewAccountCredit Card –Complete aCredit Cardapplication!Cross-sell anyproductATM/MobileDepositRecognizeaTeammateQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCreditCardCFA/Option0UpdateCx InfoWarmTransferOutboundCallingCreditCardCross-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)NewAccountWarmTransferWAYSTOWIN:QualifiedWealthReferralOutbound 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 – (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.CreditCardWarmTransferRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)

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