RecognizeaTeammateUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/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.CreditCardUpdateCx InfoOutboundCallingWarmTransferCreditCardCFA/Option0CFA/Option0ATM/MobileDepositCross-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)UpdateCxInfoOutboundCallingCFA/Option0QualifiedWealthReferralWarmTransferNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.Credit 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).WAYSTOWIN:NewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)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/MobileDepositCFA/Option0Cross-sell anyproductWarmTransferATM/MobileDepositQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountCreditCardNewAccountOutboundCallingRecognizeaTeammateUpdate CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.ATM/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.CreditCardUpdateCx InfoOutboundCallingWarmTransferCreditCardCFA/Option0CFA/Option0ATM/MobileDepositCross-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)UpdateCxInfoOutboundCallingCFA/Option0QualifiedWealthReferralWarmTransferNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.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.Credit 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).WAYSTOWIN:NewAccountRecognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)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/MobileDepositCFA/Option0Cross-sell anyproductWarmTransferATM/MobileDepositQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeNewAccountCreditCardNewAccountOutboundCalling

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