Submit areferral toTreasuryManagementObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesTell a Co-Worker whoyour CRO isfor yourRegionHave a MoneyManagementConversation-EX:ACH/OnlineWireSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isReviewTM pageonAFCU.OrgLocate Toolsto EnhanceBusiness onAFCU.OrgLocate "Meetthe Team" onthe AFCUwebpageAsk a memberabout what ledthem to starttheir businessOpen aBusinessaccount withZero ErrorsAsk amemberabout FraudServices: EX;Positive PayTalk to aMemberabout aBusinessCheckingOpen aCD with aBusinessMemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardSubmit aMerchantServicesreferral toTMFind anAdditionalNeed for aBusinessMemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersHave aconversationabout whattheir businessdoesSubmit areferral toTreasuryManagementObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesTell a Co-Worker whoyour CRO isfor yourRegionHave a MoneyManagementConversation-EX:ACH/OnlineWireSubmit areferral toTreasuryManagementHave aMerchantServicesConversationwith a BusinessMemberAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isReviewTM pageonAFCU.OrgLocate Toolsto EnhanceBusiness onAFCU.OrgLocate "Meetthe Team" onthe AFCUwebpageAsk a memberabout what ledthem to starttheir businessOpen aBusinessaccount withZero ErrorsAsk amemberabout FraudServices: EX;Positive PayTalk to aMemberabout aBusinessCheckingOpen aCD with aBusinessMemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardSubmit aMerchantServicesreferral toTMFind anAdditionalNeed for aBusinessMemberTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersHave aconversationabout whattheir businessdoes

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