OutboundCallingUpdateCxInfoUpdateCx InfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)CFA/Option0ATM/MobileDepositWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.WarmTransferQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCFA/Option0WarmTransferCross-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)NewAccountCreditCardNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.WarmTransferCreditCardATM/MobileDepositCredit Card –Complete aCredit Cardapplication!QualifiedWealthReferralCFA – (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.ATM/MobileDepositCross-sell anyproductOutbound 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, BrittanneeCFA/Option0CreditCardWAYSTOWIN:NewAccountOutboundCallingOutboundCallingRecognizeaTeammateCFA/Option0NewAccountATM/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.OutboundCallingUpdateCxInfoUpdateCx InfoRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)CFA/Option0ATM/MobileDepositWarm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.WarmTransferQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCFA/Option0WarmTransferCross-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)NewAccountCreditCardNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.WarmTransferCreditCardATM/MobileDepositCredit Card –Complete aCredit Cardapplication!QualifiedWealthReferralCFA – (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.ATM/MobileDepositCross-sell anyproductOutbound 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, BrittanneeCFA/Option0CreditCardWAYSTOWIN:NewAccountOutboundCallingOutboundCallingRecognizeaTeammateCFA/Option0NewAccountATM/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. Outbound Calling
  2. Update Cx Info
  3. Update Cx Info
  4. Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja)
  5. CFA/ Option 0
  6. ATM/Mobile Deposit
  7. 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).
  8. Update Customer Info – Ask your customer for updated information and change it in the system.
  9. Warm Transfer
  10. Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
  11. CFA/ Option 0
  12. Warm Transfer
  13. 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)
  14. New Account
  15. Credit Card
  16. New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
  17. Warm Transfer
  18. Credit Card
  19. ATM/Mobile Deposit
  20. Credit Card – Complete a Credit Card application!
  21. Qualified Wealth Referral
  22. 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.
  23. ATM/Mobile Deposit
  24. Cross-sell any product
  25. 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
  26. CFA/ Option 0
  27. Credit Card
  28. WAYS TO WIN:
  29. New Account
  30. Outbound Calling
  31. Outbound Calling
  32. Recognize a Teammate
  33. CFA/ Option 0
  34. New Account
  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.