Open aBusinessaccount withZero ErrorsSubmit areferral toTreasuryManagementReviewTM pageonAFCU.OrgAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionObserve a TeamMember have abusinessfocusedconversationwith a MemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isLocate "Meetthe Team" onthe AFCUwebpageTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersSubmit areferral toTreasuryManagementTell a Co-Worker whoyour CRO isfor yourRegionOpen aCD with aBusinessMemberHave aconversationabout whattheir businessdoesLocate Toolsto EnhanceBusiness onAFCU.OrgHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardFind anAdditionalNeed for aBusinessMemberTalk to aMemberabout aBusinessCheckingAsk a memberabout what ledthem to starttheir businessHave a MoneyManagementConversation-EX:ACH/OnlineWireAsk a businessmember if theyhave additionalbusinessesHave aMerchantServicesConversationwith a BusinessMemberSubmit aMerchantServicesreferral toTMOpen aBusinessaccount withZero ErrorsSubmit areferral toTreasuryManagementReviewTM pageonAFCU.OrgAsk amemberabout FraudServices: EX;Positive PayAsk a TMrep abusinessrelatedquestionObserve a TeamMember have abusinessfocusedconversationwith a MemberHave a depositConversationwith a BusinessMember- EX:RDC/TMServicesTeach a TeamMember whatthe function of aRemote DepositCapturemachine isLocate "Meetthe Team" onthe AFCUwebpageTeach a TeamMember whatthe benefit ofACH is for ourBusinessMembersSubmit areferral toTreasuryManagementTell a Co-Worker whoyour CRO isfor yourRegionOpen aCD with aBusinessMemberHave aconversationabout whattheir businessdoesLocate Toolsto EnhanceBusiness onAFCU.OrgHave aconversationabout aBusinessCredit CardRefer aBusinessCreditCardFind anAdditionalNeed for aBusinessMemberTalk to aMemberabout aBusinessCheckingAsk a memberabout what ledthem to starttheir businessHave a MoneyManagementConversation-EX:ACH/OnlineWireAsk a businessmember if theyhave additionalbusinessesHave aMerchantServicesConversationwith a BusinessMemberSubmit aMerchantServicesreferral toTM

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