Have a depositConversationwith a BusinessMember- EX:RDC/TMServicesTell a Co-Worker whoyour CRO isfor yourRegionHave a MoneyManagementConversation-EX:ACH/OnlineWireObserve a TeamMember have abusinessfocusedconversationwith a MemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberHave a CDconversationwith aBusinessMemberLocateBusiness"Items neededfor AccountOpening" FlyerReviewTransactionHistory for aBusinessMemberLocate "Meetthe Team" onthe AFCUwebpageRefer abusinessaccount toan FSRMake aBusinessDepositAsk a memberabout what ledthem to starttheir businessAsk a businessmember if theyhave additionalbusinessesHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardAsk a TMrep abusinessrelatedquestionAsk amemberabout FraudServices: EX;Positive PayReviewTM pageonAFCU.OrgTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave aconversationabout whattheir businessdoesLocate Toolsto EnhanceBusiness onAFCU.OrgHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTell a Co-Worker whoyour CRO isfor yourRegionHave a MoneyManagementConversation-EX:ACH/OnlineWireObserve a TeamMember have abusinessfocusedconversationwith a MemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberHave a CDconversationwith aBusinessMemberLocateBusiness"Items neededfor AccountOpening" FlyerReviewTransactionHistory for aBusinessMemberLocate "Meetthe Team" onthe AFCUwebpageRefer abusinessaccount toan FSRMake aBusinessDepositAsk a memberabout what ledthem to starttheir businessAsk a businessmember if theyhave additionalbusinessesHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardAsk a TMrep abusinessrelatedquestionAsk amemberabout FraudServices: EX;Positive PayReviewTM pageonAFCU.OrgTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave aconversationabout whattheir businessdoesLocate Toolsto EnhanceBusiness onAFCU.Org

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