Talk to amember aboutthe importanceof fraudpreventionMember#LocateBusinessItems neededfor accountopening flyerTeach a Co-worker thepurpose ofPositive PayLocateMeet theTeam onAFCU.orgIdentify aCloverProspect(Retail,Restaurant,ect)Ask a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Observe aTeam Memberhaving aBusinessFocusedConversationAsk a memberhow often theydeposit checksNumber ofchecks weekly: Ask yourCRO a TMproductquestionTell yourCRO whowe reach outto for POSinquiresLocate toolsto enhanceBusiness onAFCU.orgAsk a memberif they usebusinessCredit CardsMember#Have aconversationwith a memberabout businessMember#Teach acoworker whatdocuments youneed to open aCorporationTeach a Co-worker thepurpose ofCloverdevicesAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Teach aCo-workerthepurposeof ACH Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Tell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?ReviewTM PageonAFCU.org Have a depositconversationwith a businessmemberMember#Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Teach acoworker whatdocumentsyou need toopen a LLC Talk to amember aboutthe importanceof fraudpreventionMember#LocateBusinessItems neededfor accountopening flyerTeach a Co-worker thepurpose ofPositive PayLocateMeet theTeam onAFCU.orgIdentify aCloverProspect(Retail,Restaurant,ect)Ask a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Observe aTeam Memberhaving aBusinessFocusedConversationAsk a memberhow often theydeposit checksNumber ofchecks weekly: Ask yourCRO a TMproductquestionTell yourCRO whowe reach outto for POSinquiresLocate toolsto enhanceBusiness onAFCU.orgAsk a memberif they usebusinessCredit CardsMember#Have aconversationwith a memberabout businessMember#Teach acoworker whatdocuments youneed to open aCorporationTeach a Co-worker thepurpose ofCloverdevicesAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Teach aCo-workerthepurposeof ACH Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Tell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?ReviewTM PageonAFCU.org Have a depositconversationwith a businessmemberMember#Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Teach acoworker whatdocumentsyou need toopen a LLC 

Business Focused- Teller Q3 - 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. Talk to a member about the importance of fraud prevention Member#
  2. Locate Business Items needed for account opening flyer
  3. Teach a Co-worker the purpose of Positive Pay
  4. Locate Meet the Team on AFCU.org
  5. Identify a Clover Prospect (Retail, Restaurant, ect)
  6. Ask a member what services/products they see at other FIs that they enjoy Member#
  7. Observe a Team Member having a Business Focused Conversation
  8. Ask a member how often they deposit checks Number of checks weekly:
  9. Ask your CRO a TM product question
  10. Tell your CRO who we reach out to for POS inquires
  11. Locate tools to enhance Business on AFCU.org
  12. Ask a member if they use business Credit Cards Member#
  13. Have a conversation with a member about business Member#
  14. Teach a coworker what documents you need to open a Corporation
  15. Teach a Co-worker the purpose of Clover devices
  16. Ask a member if they have a business or if they know someone that does Member#
  17. Teach a Co-worker the purpose of ACH
  18. Have a money management conversation: ACH/Online Wire/Credit Card Member#
  19. Tell a Co-Worker what type of businesses do we service for POS systems. Small or Large?
  20. Review TM Page on AFCU.org
  21. Have a deposit conversation with a business member Member#
  22. Ask a business member how they pay their employees: ACH Inquiry Member#
  23. Ask a member if they have a business or if they know someone that does Member#
  24. Teach a coworker what documents you need to open a LLC