Have a MoneyManagementConversation-EX:ACH/OnlineWireTalk to aMemberabout aBusinessCheckingTell a Co-Worker whoyour CRO isfor yourRegionRefer abusinessaccount toan FSRHave aconversationabout aBusinessCredit CardLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a businessmember if theyhave additionalbusinessesReviewTransactionHistory for aBusinessMemberAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isObserve a TeamMember have abusinessfocusedconversationwith a MemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersReviewTM pageonAFCU.OrgHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aMerchantServicesConversationwith a BusinessMemberLocate "Meetthe Team" onthe AFCUwebpageRefer aBusinessCreditCardMake aBusinessDepositAsk amemberabout FraudServices: EX;Positive PaySubmit areferral toTreasuryManagementAsk a memberabout what ledthem to starttheir businessHave a CDconversationwith aBusinessMemberHave aconversationabout whattheir businessdoesLocateBusiness"Items neededfor AccountOpening" FlyerHave a MoneyManagementConversation-EX:ACH/OnlineWireTalk to aMemberabout aBusinessCheckingTell a Co-Worker whoyour CRO isfor yourRegionRefer abusinessaccount toan FSRHave aconversationabout aBusinessCredit CardLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a businessmember if theyhave additionalbusinessesReviewTransactionHistory for aBusinessMemberAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isObserve a TeamMember have abusinessfocusedconversationwith a MemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersReviewTM pageonAFCU.OrgHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aMerchantServicesConversationwith a BusinessMemberLocate "Meetthe Team" onthe AFCUwebpageRefer aBusinessCreditCardMake aBusinessDepositAsk amemberabout FraudServices: EX;Positive PaySubmit areferral toTreasuryManagementAsk a memberabout what ledthem to starttheir businessHave a CDconversationwith aBusinessMemberHave aconversationabout whattheir businessdoesLocateBusiness"Items neededfor AccountOpening" Flyer

Business Focused- Teller - 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. Have a Money Management Conversation-EX: ACH/Online Wire
  2. Talk to a Member about a Business Checking
  3. Tell a Co-Worker who your CRO is for your Region
  4. Refer a business account to an FSR
  5. Have a conversation about a Business Credit Card
  6. Locate Tools to Enhance Business on AFCU.Org
  7. Ask a business member if they have additional businesses
  8. Review Transaction History for a Business Member
  9. Ask a TM rep a business related question
  10. Teach a Team Member what the function of a Remote Deposit Capture machine is
  11. Observe a Team Member have a business focused conversation with a Member
  12. Teach a Team Member what the benefit of ACH is for our Business Members
  13. Review TM page on AFCU.Org
  14. Have a deposit Conversation with a Business Member- EX: RDC/TM Services
  15. Have a Merchant Services Conversation with a Business Member
  16. Locate "Meet the Team" on the AFCU webpage
  17. Refer a Business Credit Card
  18. Make a Business Deposit
  19. Ask a member about Fraud Services: EX; Positive Pay
  20. Submit a referral to Treasury Management
  21. Ask a member about what led them to start their business
  22. Have a CD conversation with a Business Member
  23. Have a conversation about what their business does
  24. Locate Business "Items needed for Account Opening" Flyer