Ask a memberabout what ledthem to starttheir businessReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberRefer aBusinessCreditCardAsk a businessmember if theyhave additionalbusinessesHave aconversationabout whattheir businessdoesHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTalk to aMemberabout aBusinessCheckingAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocate "Meetthe Team" onthe AFCUwebpageSubmit areferral toTreasuryManagementObserve a TeamMember have abusinessfocusedconversationwith a MemberFind anAdditionalNeed for aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgOpen aCD with aBusinessMemberOpen aBusinessaccount withZero ErrorsTell a Co-Worker whoyour CRO isfor yourRegionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isSubmit aMerchantServicesreferral toTMSubmit areferral toTreasuryManagementHave a MoneyManagementConversation-EX:ACH/OnlineWireAsk a memberabout what ledthem to starttheir businessReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberRefer aBusinessCreditCardAsk a businessmember if theyhave additionalbusinessesHave aconversationabout whattheir businessdoesHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTalk to aMemberabout aBusinessCheckingAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersLocate "Meetthe Team" onthe AFCUwebpageSubmit areferral toTreasuryManagementObserve a TeamMember have abusinessfocusedconversationwith a MemberFind anAdditionalNeed for aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgOpen aCD with aBusinessMemberOpen aBusinessaccount withZero ErrorsTell a Co-Worker whoyour CRO isfor yourRegionTeach a TeamMember whatthe function of aRemote DepositCapturemachine isSubmit aMerchantServicesreferral toTMSubmit areferral toTreasuryManagementHave a MoneyManagementConversation-EX:ACH/OnlineWire

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