Observe a TeamMember have abusinessfocusedconversationwith a MemberSubmit aMerchantServicesreferral toTMTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersOpen aBusinessaccount withZero ErrorsTell a Co-Worker whoyour CRO isfor yourRegionFind anAdditionalNeed for aBusinessMemberAsk a TMrep abusinessrelatedquestionAsk a businessmember if theyhave additionalbusinessesHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesSubmit areferral toTreasuryManagementHave a MoneyManagementConversation-EX:ACH/OnlineWireHave aMerchantServicesConversationwith a BusinessMemberSubmit areferral toTreasuryManagementHave aconversationabout aBusinessCredit CardTalk to aMemberabout aBusinessCheckingLocate Toolsto EnhanceBusiness onAFCU.OrgReviewTM pageonAFCU.OrgRefer aBusinessCreditCardOpen aCD with aBusinessMemberLocate "Meetthe Team" onthe AFCUwebpageAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive PayObserve a TeamMember have abusinessfocusedconversationwith a MemberSubmit aMerchantServicesreferral toTMTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersOpen aBusinessaccount withZero ErrorsTell a Co-Worker whoyour CRO isfor yourRegionFind anAdditionalNeed for aBusinessMemberAsk a TMrep abusinessrelatedquestionAsk a businessmember if theyhave additionalbusinessesHave aconversationabout whattheir businessdoesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesSubmit areferral toTreasuryManagementHave a MoneyManagementConversation-EX:ACH/OnlineWireHave aMerchantServicesConversationwith a BusinessMemberSubmit areferral toTreasuryManagementHave aconversationabout aBusinessCredit CardTalk to aMemberabout aBusinessCheckingLocate Toolsto EnhanceBusiness onAFCU.OrgReviewTM pageonAFCU.OrgRefer aBusinessCreditCardOpen aCD with aBusinessMemberLocate "Meetthe Team" onthe AFCUwebpageAsk a memberabout what ledthem to starttheir businessAsk amemberabout FraudServices: EX;Positive Pay

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