CFA/Option0NewAccountQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCross-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)UpdateCxInfoCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/MobileDepositWarmTransferRecognizeaTeammateOutbound 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 anyproductCFA/Option0CFA/Option0QualifiedWealthReferralUpdateCx InfoWAYSTOWIN:WarmTransferOutboundCallingATM/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.NewAccountNewAccountCreditCardATM/MobileDepositCFA – (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.WarmTransferCreditCardRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)OutboundCallingCFA/Option0ATM/MobileDepositCredit Card –Complete aCredit Cardapplication!Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.CFA/Option0NewAccountQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeCross-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)UpdateCxInfoCreditCardUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/MobileDepositWarmTransferRecognizeaTeammateOutbound 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 anyproductCFA/Option0CFA/Option0QualifiedWealthReferralUpdateCx InfoWAYSTOWIN:WarmTransferOutboundCallingATM/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.NewAccountNewAccountCreditCardATM/MobileDepositCFA – (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.WarmTransferCreditCardRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)OutboundCallingCFA/Option0ATM/MobileDepositCredit Card –Complete aCredit Cardapplication!Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).OutboundCallingNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
  1. CFA/ Option 0
  2. New Account
  3. Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
  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. Update Cx Info
  6. Credit Card
  7. Update Customer Info – Ask your customer for updated information and change it in the system.
  8. ATM/Mobile Deposit
  9. Warm Transfer
  10. Recognize a Teammate
  11. 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
  12. Cross-sell any product
  13. CFA/ Option 0
  14. CFA/ Option 0
  15. Qualified Wealth Referral
  16. Update Cx Info
  17. WAYS TO WIN:
  18. Warm Transfer
  19. Outbound Calling
  20. 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.
  21. New Account
  22. New Account
  23. Credit Card
  24. ATM/Mobile Deposit
  25. 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.
  26. Warm Transfer
  27. Credit Card
  28. Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja)
  29. Outbound Calling
  30. CFA/ Option 0
  31. ATM/Mobile Deposit
  32. Credit Card – Complete a Credit Card application!
  33. 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).
  34. Outbound Calling
  35. New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.