WarmTransferUpdateCx InfoCreditCardUpdateCxInfoOutboundCallingATM/MobileDepositCredit Card –Complete aCredit Cardapplication!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.CFA/Option0CFA/Option0Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.Outbound 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, BrittanneeATM/MobileDepositCross-sell anyproductQualifiedWealthReferralCross-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)Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutboundCallingNewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)ATM/MobileDepositWarmTransferATM/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.Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0WAYSTOWIN:WarmTransferNewAccountRecognizeaTeammateCreditCardCFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountOutboundCallingCreditCardWarmTransferUpdateCx InfoCreditCardUpdateCxInfoOutboundCallingATM/MobileDepositCredit Card –Complete aCredit Cardapplication!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.CFA/Option0CFA/Option0Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.Outbound 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, BrittanneeATM/MobileDepositCross-sell anyproductQualifiedWealthReferralCross-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)Qualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutboundCallingNewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)ATM/MobileDepositWarmTransferATM/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.Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).CFA/Option0WAYSTOWIN:WarmTransferNewAccountRecognizeaTeammateCreditCardCFA/Option0New Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.NewAccountOutboundCallingCreditCard

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