Observe a TeamMember have abusinessfocusedconversationwith a MemberAsk a TMrep abusinessrelatedquestionTell a Co-Worker whoyour CRO isfor yourRegionLocateBusiness"Items neededfor AccountOpening" FlyerTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave aconversationabout aBusinessCredit CardReviewTM pageonAFCU.OrgAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireLocate "Meetthe Team" onthe AFCUwebpageHave a CDconversationwith aBusinessMemberSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout whattheir businessdoesRefer abusinessaccount toan FSRMake aBusinessDepositReviewTransactionHistory for aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgRefer aBusinessCreditCardTalk to aMemberabout aBusinessCheckingAsk amemberabout FraudServices: EX;Positive PayTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersAsk a memberabout what ledthem to starttheir businessObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a TMrep abusinessrelatedquestionTell a Co-Worker whoyour CRO isfor yourRegionLocateBusiness"Items neededfor AccountOpening" FlyerTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave aconversationabout aBusinessCredit CardReviewTM pageonAFCU.OrgAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireLocate "Meetthe Team" onthe AFCUwebpageHave a CDconversationwith aBusinessMemberSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout whattheir businessdoesRefer abusinessaccount toan FSRMake aBusinessDepositReviewTransactionHistory for aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgRefer aBusinessCreditCardTalk to aMemberabout aBusinessCheckingAsk amemberabout FraudServices: EX;Positive PayTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersAsk a memberabout what ledthem to starttheir business

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