Have a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave a CDconversationwith aBusinessMemberMake aBusinessDepositAsk a TMrep abusinessrelatedquestionSubmit areferral toTreasuryManagementReviewTransactionHistory for aBusinessMemberHave aMerchantServicesConversationwith a BusinessMemberAsk a businessmember if theyhave additionalbusinessesLocateBusiness"Items neededfor AccountOpening" FlyerObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive PayReviewTM pageonAFCU.OrgRefer aBusinessCreditCardTalk to aMemberabout aBusinessCheckingHave aconversationabout aBusinessCredit CardTeach a TeamMember whatthe function of aRemote DepositCapturemachine isRefer abusinessaccount toan FSRTell a Co-Worker whoyour CRO isfor yourRegionLocate "Meetthe Team" onthe AFCUwebpageHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocate Toolsto EnhanceBusiness onAFCU.OrgHave a MoneyManagementConversation-EX:ACH/OnlineWireHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave a CDconversationwith aBusinessMemberMake aBusinessDepositAsk a TMrep abusinessrelatedquestionSubmit areferral toTreasuryManagementReviewTransactionHistory for aBusinessMemberHave aMerchantServicesConversationwith a BusinessMemberAsk a businessmember if theyhave additionalbusinessesLocateBusiness"Items neededfor AccountOpening" FlyerObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive PayReviewTM pageonAFCU.OrgRefer aBusinessCreditCardTalk to aMemberabout aBusinessCheckingHave aconversationabout aBusinessCredit CardTeach a TeamMember whatthe function of aRemote DepositCapturemachine isRefer abusinessaccount toan FSRTell a Co-Worker whoyour CRO isfor yourRegionLocate "Meetthe Team" onthe AFCUwebpageHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocate Toolsto EnhanceBusiness onAFCU.OrgHave a MoneyManagementConversation-EX:ACH/OnlineWire

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