(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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New Account – (Platform) Open an account. (Teller) Refer a new account resulting in a sale.
CFA/
Option 0
CFA/
Option 0
Credit Card
Cross-sell any product
ATM/Mobile
Deposit
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.
New Account
Credit Card
Qualified Wealth Referral
Qualified Wealth Referral – The customer must have a meaningful conversation with FSR, Wealth Specialist, High Net Worth, or TD Ameritrade
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).
Update Customer Info – Ask your customer for updated information and change it in the system.
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
Warm Transfer
Update Cx
Info
Credit Card – Complete a Credit Card application!
ATM/Mobile
Deposit
Recognize a Teammate
New Account
Update Cx Info
CFA/
Option 0
New Account
Warm
Transfer
ATM/Mobile
Deposit
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
WAYS TO WIN:
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.
Outbound Calling
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)
