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

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