Observe a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersAsk a memberabout what ledthem to starttheir businessMake aBusinessDepositReviewTransactionHistory for aBusinessMemberRefer abusinessaccount toan FSRAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionHave a MoneyManagementConversation-EX:ACH/OnlineWireReviewTM pageonAFCU.OrgTalk to aMemberabout aBusinessCheckingTell a Co-Worker whoyour CRO isfor yourRegionHave a CDconversationwith aBusinessMemberHave aMerchantServicesConversationwith a BusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgTeach a TeamMember whatthe function of aRemote DepositCapturemachine isSubmit areferral toTreasuryManagementHave aconversationabout whattheir businessdoesRefer aBusinessCreditCardLocate "Meetthe Team" onthe AFCUwebpageLocateBusiness"Items neededfor AccountOpening" FlyerHave aconversationabout aBusinessCredit CardObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersAsk a memberabout what ledthem to starttheir businessMake aBusinessDepositReviewTransactionHistory for aBusinessMemberRefer abusinessaccount toan FSRAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionHave a MoneyManagementConversation-EX:ACH/OnlineWireReviewTM pageonAFCU.OrgTalk to aMemberabout aBusinessCheckingTell a Co-Worker whoyour CRO isfor yourRegionHave a CDconversationwith aBusinessMemberHave aMerchantServicesConversationwith a BusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgTeach a TeamMember whatthe function of aRemote DepositCapturemachine isSubmit areferral toTreasuryManagementHave aconversationabout whattheir businessdoesRefer aBusinessCreditCardLocate "Meetthe Team" onthe AFCUwebpageLocateBusiness"Items neededfor AccountOpening" FlyerHave aconversationabout aBusinessCredit Card

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