Submit areferral toTreasuryManagementTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersFind anAdditionalNeed for aBusinessMemberAsk a memberabout what ledthem to starttheir businessHave aconversationabout aBusinessCredit CardObserve a TeamMember have abusinessfocusedconversationwith a MemberSubmit aMerchantServicesreferral toTMHave aMerchantServicesConversationwith a BusinessMemberTell a Co-Worker whoyour CRO isfor yourRegionOpen aCD with aBusinessMemberSubmit areferral toTreasuryManagementRefer aBusinessCreditCardLocate "Meetthe Team" onthe AFCUwebpageLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a TMrep abusinessrelatedquestionOpen aBusinessaccount withZero ErrorsHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave a MoneyManagementConversation-EX:ACH/OnlineWireAsk amemberabout FraudServices: EX;Positive PayHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isTalk to aMemberabout aBusinessCheckingReviewTM pageonAFCU.OrgAsk a businessmember if theyhave additionalbusinessesSubmit areferral toTreasuryManagementTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersFind anAdditionalNeed for aBusinessMemberAsk a memberabout what ledthem to starttheir businessHave aconversationabout aBusinessCredit CardObserve a TeamMember have abusinessfocusedconversationwith a MemberSubmit aMerchantServicesreferral toTMHave aMerchantServicesConversationwith a BusinessMemberTell a Co-Worker whoyour CRO isfor yourRegionOpen aCD with aBusinessMemberSubmit areferral toTreasuryManagementRefer aBusinessCreditCardLocate "Meetthe Team" onthe AFCUwebpageLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a TMrep abusinessrelatedquestionOpen aBusinessaccount withZero ErrorsHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave a MoneyManagementConversation-EX:ACH/OnlineWireAsk amemberabout FraudServices: EX;Positive PayHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isTalk to aMemberabout aBusinessCheckingReviewTM pageonAFCU.OrgAsk a businessmember if theyhave additionalbusinesses

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