Locate Toolsto EnhanceBusiness onAFCU.OrgSubmit areferral toTreasuryManagementAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive PayTeach a TeamMember whatthe function of aRemote DepositCapturemachine isReviewTransactionHistory for aBusinessMemberHave a MoneyManagementConversation-EX:ACH/OnlineWireHave aconversationabout whattheir businessdoesObserve a TeamMember have abusinessfocusedconversationwith a MemberHave aMerchantServicesConversationwith a BusinessMemberTalk to aMemberabout aBusinessCheckingHave a CDconversationwith aBusinessMemberHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocateBusiness"Items neededfor AccountOpening" FlyerAsk a TMrep abusinessrelatedquestionMake aBusinessDepositLocate "Meetthe Team" onthe AFCUwebpageTell a Co-Worker whoyour CRO isfor yourRegionAsk a businessmember if theyhave additionalbusinessesRefer abusinessaccount toan FSRReviewTM pageonAFCU.OrgRefer aBusinessCreditCardLocate Toolsto EnhanceBusiness onAFCU.OrgSubmit areferral toTreasuryManagementAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive PayTeach a TeamMember whatthe function of aRemote DepositCapturemachine isReviewTransactionHistory for aBusinessMemberHave a MoneyManagementConversation-EX:ACH/OnlineWireHave aconversationabout whattheir businessdoesObserve a TeamMember have abusinessfocusedconversationwith a MemberHave aMerchantServicesConversationwith a BusinessMemberTalk to aMemberabout aBusinessCheckingHave a CDconversationwith aBusinessMemberHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocateBusiness"Items neededfor AccountOpening" FlyerAsk a TMrep abusinessrelatedquestionMake aBusinessDepositLocate "Meetthe Team" onthe AFCUwebpageTell a Co-Worker whoyour CRO isfor yourRegionAsk a businessmember if theyhave additionalbusinessesRefer abusinessaccount toan FSRReviewTM pageonAFCU.OrgRefer aBusinessCreditCard

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