CreditCardATM/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.CreditCardNewAccountCross-sell anyproductUpdateCx InfoNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.CFA/Option0QualifiedWealthReferralQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutboundCallingOutboundCallingNewAccountWarmTransferOutbound 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, BrittanneeNewAccountCFA – (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.WarmTransferUpdateCxInfoATM/MobileDepositCFA/Option0CFA/Option0Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)WAYSTOWIN:Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).ATM/MobileDepositRecognizeaTeammateATM/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)OutboundCallingCredit Card –Complete aCredit Cardapplication!CreditCardWarmTransferCreditCardATM/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.CreditCardNewAccountCross-sell anyproductUpdateCx InfoNew Account –(Platform) Openan account.(Teller) Refer anew accountresulting in a sale.CFA/Option0QualifiedWealthReferralQualified WealthReferral – Thecustomer must have ameaningfulconversation with FSR,Wealth Specialist, HighNet Worth, or TDAmeritradeOutboundCallingOutboundCallingNewAccountWarmTransferOutbound 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, BrittanneeNewAccountCFA – (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.WarmTransferUpdateCxInfoATM/MobileDepositCFA/Option0CFA/Option0Recognize aTeammate – Send anE-Card via WOW!Appreciate to ateammate who standsout that day (CC Jill,Brittanee, Brad, Aja)WAYSTOWIN:Update CustomerInfo – Ask yourcustomer forupdatedinformation andchange it in thesystem.CFA/Option0Warm Transfer - Tellersrefer to platform bywalking the customerover and introducing theirteammate. Platformteammates refer to anypartners (Small Business,Merchant Solutions,FSR/Wealth, etc).ATM/MobileDepositRecognizeaTeammateATM/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)OutboundCallingCredit Card –Complete aCredit Cardapplication!CreditCardWarmTransfer

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