CFA/Option0OutboundCallingRecognizeaTeammateWarmTransferNewAccountCreditCardUpdateCxInfoWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).UpdateCx InfoWarmTransferCFA/Option0Outbound 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, BrittanneeOutboundCallingCross-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)NewAccountUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.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/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.WarmTransferCreditCardQualifiedWealthReferralCredit Card –Complete aCredit Cardapplication!ATM/MobileDepositATM/MobileDepositCreditCardRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)NewAccountATM/MobileDepositCFA/Option0Cross-sell anyproductWAYSTOWIN:OutboundCallingCFA/Option0OutboundCallingRecognizeaTeammateWarmTransferNewAccountCreditCardUpdateCxInfoWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).UpdateCx InfoWarmTransferCFA/Option0Outbound 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, BrittanneeOutboundCallingCross-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)NewAccountUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.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/Option0Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.WarmTransferCreditCardQualifiedWealthReferralCredit Card –Complete aCredit Cardapplication!ATM/MobileDepositATM/MobileDepositCreditCardRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)NewAccountATM/MobileDepositCFA/Option0Cross-sell anyproductWAYSTOWIN:OutboundCalling

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