Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Ask yourCRO a TMproductquestionLocateBusinessItems neededfor accountopening flyerAsk a memberhow often theydeposit checksNumber ofchecks weekly: Have aconversationwith a memberabout businessMember#Talk to amember aboutthe importanceof fraudpreventionMember#Observe aTeam Memberhaving aBusinessFocusedConversationHave a depositconversationwith a businessmemberMember#Teach a Co-worker thepurpose ofCloverdevicesAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Locate toolsto enhanceBusiness onAFCU.orgAsk a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Teach acoworker whatdocuments youneed to open aCorporationTeach a Co-worker thepurpose ofPositive PayReviewTM PageonAFCU.org Ask a memberif they usebusinessCredit CardsMember#Identify aCloverProspect(Retail,Restaurant,ect)Tell yourCRO whowe reach outto for POSinquiresTeach aCo-workerthepurposeof ACH Ask a member ifthey have abusiness or if theyknow someonethat doesMember#LocateMeet theTeam onAFCU.orgTell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?Teach acoworker whatdocumentsyou need toopen a LLC Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Ask yourCRO a TMproductquestionLocateBusinessItems neededfor accountopening flyerAsk a memberhow often theydeposit checksNumber ofchecks weekly: Have aconversationwith a memberabout businessMember#Talk to amember aboutthe importanceof fraudpreventionMember#Observe aTeam Memberhaving aBusinessFocusedConversationHave a depositconversationwith a businessmemberMember#Teach a Co-worker thepurpose ofCloverdevicesAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Locate toolsto enhanceBusiness onAFCU.orgAsk a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Teach acoworker whatdocuments youneed to open aCorporationTeach a Co-worker thepurpose ofPositive PayReviewTM PageonAFCU.org Ask a memberif they usebusinessCredit CardsMember#Identify aCloverProspect(Retail,Restaurant,ect)Tell yourCRO whowe reach outto for POSinquiresTeach aCo-workerthepurposeof ACH Ask a member ifthey have abusiness or if theyknow someonethat doesMember#LocateMeet theTeam onAFCU.orgTell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?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. Have a money management conversation: ACH/Online Wire/Credit Card Member#
  2. Ask your CRO a TM product question
  3. Locate Business Items needed for account opening flyer
  4. Ask a member how often they deposit checks Number of checks weekly:
  5. Have a conversation with a member about business Member#
  6. Talk to a member about the importance of fraud prevention Member#
  7. Observe a Team Member having a Business Focused Conversation
  8. Have a deposit conversation with a business member Member#
  9. Teach a Co-worker the purpose of Clover devices
  10. Ask a member if they have a business or if they know someone that does Member#
  11. Ask a business member how they pay their employees: ACH Inquiry Member#
  12. Locate tools to enhance Business on AFCU.org
  13. Ask a member what services/products they see at other FIs that they enjoy Member#
  14. Teach a coworker what documents you need to open a Corporation
  15. Teach a Co-worker the purpose of Positive Pay
  16. Review TM Page on AFCU.org
  17. Ask a member if they use business Credit Cards Member#
  18. Identify a Clover Prospect (Retail, Restaurant, ect)
  19. Tell your CRO who we reach out to for POS inquires
  20. Teach a Co-worker the purpose of ACH
  21. Ask a member if they have a business or if they know someone that does Member#
  22. Locate Meet the Team on AFCU.org
  23. Tell a Co-Worker what type of businesses do we service for POS systems. Small or Large?
  24. Teach a coworker what documents you need to open a LLC