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

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