ReviewTM pageonAFCU.OrgHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesObserve a TeamMember have abusinessfocusedconversationwith a MemberTell a Co-Worker whoyour CRO isfor yourRegionSubmit areferral toTreasuryManagementOpen aCD with aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgOpen aBusinessaccount withZero ErrorsAsk amemberabout FraudServices: EX;Positive PayHave aconversationabout aBusinessCredit CardSubmit aMerchantServicesreferral toTMLocate "Meetthe Team" onthe AFCUwebpageTeach a TeamMember whatthe function of aRemote DepositCapturemachine isTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementFind anAdditionalNeed for aBusinessMemberAsk a TMrep abusinessrelatedquestionAsk a memberabout what ledthem to starttheir businessAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireRefer aBusinessCreditCardHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersHave aMerchantServicesConversationwith a BusinessMemberReviewTM pageonAFCU.OrgHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesObserve a TeamMember have abusinessfocusedconversationwith a MemberTell a Co-Worker whoyour CRO isfor yourRegionSubmit areferral toTreasuryManagementOpen aCD with aBusinessMemberLocate Toolsto EnhanceBusiness onAFCU.OrgOpen aBusinessaccount withZero ErrorsAsk amemberabout FraudServices: EX;Positive PayHave aconversationabout aBusinessCredit CardSubmit aMerchantServicesreferral toTMLocate "Meetthe Team" onthe AFCUwebpageTeach a TeamMember whatthe function of aRemote DepositCapturemachine isTalk to aMemberabout aBusinessCheckingSubmit areferral toTreasuryManagementFind anAdditionalNeed for aBusinessMemberAsk a TMrep abusinessrelatedquestionAsk a memberabout what ledthem to starttheir businessAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireRefer aBusinessCreditCardHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersHave aMerchantServicesConversationwith a BusinessMember

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