(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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Outbound
Calling
Recognize a Teammate – Send an E-Card via WOW! Appreciate to a teammate who stands out that day (CC Jill, Brittanee, Brad, Aja)
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
Recognize a Teammate
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).
Warm Transfer
CFA/
Option 0
CFA/
Option 0
New Account
Warm Transfer
Warm
Transfer
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)
Outbound
Calling
New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
Credit Card – Complete a Credit Card application!
Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
Update Cx Info
CFA/
Option 0
ATM/Mobile
Deposit
Update Cx
Info
ATM/Mobile
Deposit
Credit Card
WAYS TO WIN:
Outbound Calling
Qualified Wealth Referral
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.
Update Customer Info – Ask your customer for updated information and change it in the system.
ATM/Mobile
Deposit
Credit Card
New Account
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.
