Teach a TeamMember whatthe function of aRemote DepositCapturemachine isTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireOpen aBusinessaccount withZero ErrorsHave aconversationabout whattheir businessdoesAsk amemberabout FraudServices: EX;Positive PaySubmit aMerchantServicesreferral toTMSubmit areferral toTreasuryManagementTalk to aMemberabout aBusinessCheckingLocate "Meetthe Team" onthe AFCUwebpageAsk a TMrep abusinessrelatedquestionSubmit areferral toTreasuryManagementFind anAdditionalNeed for aBusinessMemberRefer aBusinessCreditCardHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a memberabout what ledthem to starttheir businessTell a Co-Worker whoyour CRO isfor yourRegionReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberOpen aCD with aBusinessMemberTeach a TeamMember whatthe function of aRemote DepositCapturemachine isTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersObserve a TeamMember have abusinessfocusedconversationwith a MemberAsk a businessmember if theyhave additionalbusinessesHave a MoneyManagementConversation-EX:ACH/OnlineWireOpen aBusinessaccount withZero ErrorsHave aconversationabout whattheir businessdoesAsk amemberabout FraudServices: EX;Positive PaySubmit aMerchantServicesreferral toTMSubmit areferral toTreasuryManagementTalk to aMemberabout aBusinessCheckingLocate "Meetthe Team" onthe AFCUwebpageAsk a TMrep abusinessrelatedquestionSubmit areferral toTreasuryManagementFind anAdditionalNeed for aBusinessMemberRefer aBusinessCreditCardHave aconversationabout aBusinessCredit CardHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesLocate Toolsto EnhanceBusiness onAFCU.OrgAsk a memberabout what ledthem to starttheir businessTell a Co-Worker whoyour CRO isfor yourRegionReviewTM pageonAFCU.OrgHave aMerchantServicesConversationwith a BusinessMemberOpen aCD with aBusinessMember

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