ReviewTransactionHistory for aBusinessMemberAsk a businessmember if theyhave additionalbusinessesHave a CDconversationwith aBusinessMemberTell a Co-Worker whoyour CRO isfor yourRegionAsk a TMrep abusinessrelatedquestionLocate Toolsto EnhanceBusiness onAFCU.OrgLocate "Meetthe Team" onthe AFCUwebpageTalk to aMemberabout aBusinessCheckingAsk a memberabout what ledthem to starttheir businessReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberMake aBusinessDepositSubmit areferral toTreasuryManagementRefer aBusinessCreditCardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersObserve a TeamMember have abusinessfocusedconversationwith a MemberHave aconversationabout whattheir businessdoesHave aconversationabout aBusinessCredit CardLocateBusiness"Items neededfor AccountOpening" FlyerRefer abusinessaccount toan FSRAsk amemberabout FraudServices: EX;Positive PayHave a MoneyManagementConversation-EX:ACH/OnlineWireTeach a TeamMember whatthe function of aRemote DepositCapturemachine isReviewTransactionHistory for aBusinessMemberAsk a businessmember if theyhave additionalbusinessesHave a CDconversationwith aBusinessMemberTell a Co-Worker whoyour CRO isfor yourRegionAsk a TMrep abusinessrelatedquestionLocate Toolsto EnhanceBusiness onAFCU.OrgLocate "Meetthe Team" onthe AFCUwebpageTalk to aMemberabout aBusinessCheckingAsk a memberabout what ledthem to starttheir businessReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberMake aBusinessDepositSubmit areferral toTreasuryManagementRefer aBusinessCreditCardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersObserve a TeamMember have abusinessfocusedconversationwith a MemberHave aconversationabout whattheir businessdoesHave aconversationabout aBusinessCredit CardLocateBusiness"Items neededfor AccountOpening" FlyerRefer abusinessaccount toan FSRAsk amemberabout FraudServices: EX;Positive PayHave a MoneyManagementConversation-EX:ACH/OnlineWireTeach a TeamMember whatthe function of aRemote DepositCapturemachine is

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