Have a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout whattheir businessdoesAsk a businessmember if theyhave additionalbusinessesTell a Co-Worker whoyour CRO isfor yourRegionAsk a memberabout what ledthem to starttheir businessReviewTransactionHistory for aBusinessMemberLocateBusiness"Items neededfor AccountOpening" FlyerTeach a TeamMember whatthe function of aRemote DepositCapturemachine isMake aBusinessDepositHave aconversationabout aBusinessCredit CardTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementRefer aBusinessCreditCardTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersRefer abusinessaccount toan FSRObserve a TeamMember have abusinessfocusedconversationwith a MemberHave a CDconversationwith aBusinessMemberAsk amemberabout FraudServices: EX;Positive PayLocate "Meetthe Team" onthe AFCUwebpageHave a MoneyManagementConversation-EX:ACH/OnlineWireReviewTM pageonAFCU.OrgLocate Toolsto EnhanceBusiness onAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberAsk a TMrep abusinessrelatedquestionHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout whattheir businessdoesAsk a businessmember if theyhave additionalbusinessesTell a Co-Worker whoyour CRO isfor yourRegionAsk a memberabout what ledthem to starttheir businessReviewTransactionHistory for aBusinessMemberLocateBusiness"Items neededfor AccountOpening" FlyerTeach a TeamMember whatthe function of aRemote DepositCapturemachine isMake aBusinessDepositHave aconversationabout aBusinessCredit CardTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementRefer aBusinessCreditCardTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersRefer abusinessaccount toan FSRObserve a TeamMember have abusinessfocusedconversationwith a MemberHave a CDconversationwith aBusinessMemberAsk amemberabout FraudServices: EX;Positive PayLocate "Meetthe Team" onthe AFCUwebpageHave a MoneyManagementConversation-EX:ACH/OnlineWireReviewTM pageonAFCU.OrgLocate Toolsto EnhanceBusiness onAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberAsk a TMrep abusinessrelatedquestion

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