Tell yourCRO whowe reach outto for POSinquiresReviewTM PageonAFCU.org Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Talk to amember aboutthe importanceof fraudpreventionMember#Identify aCloverProspect(Retail,Restaurant,ect)Ask yourCRO a TMproductquestionLocate toolsto enhanceBusiness onAFCU.orgTeach a Co-worker thepurpose ofPositive PayHave aconversationwith a memberabout businessMember#Teach a Co-worker thepurpose ofCloverdevicesLocateMeet theTeam onAFCU.orgHave 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 whatdocuments youneed to open aCorporationTeach aCo-workerthepurposeof ACH Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Ask a memberhow often theydeposit checksNumber ofchecks weekly: Observe aTeam Memberhaving aBusinessFocusedConversationTell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?Teach acoworker whatdocumentsyou need toopen a LLC LocateBusinessItems neededfor accountopening flyerAsk a memberif they usebusinessCredit CardsMember#Tell yourCRO whowe reach outto for POSinquiresReviewTM PageonAFCU.org Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Talk to amember aboutthe importanceof fraudpreventionMember#Identify aCloverProspect(Retail,Restaurant,ect)Ask yourCRO a TMproductquestionLocate toolsto enhanceBusiness onAFCU.orgTeach a Co-worker thepurpose ofPositive PayHave aconversationwith a memberabout businessMember#Teach a Co-worker thepurpose ofCloverdevicesLocateMeet theTeam onAFCU.orgHave 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 whatdocuments youneed to open aCorporationTeach aCo-workerthepurposeof ACH Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Ask a memberhow often theydeposit checksNumber ofchecks weekly: Observe aTeam Memberhaving aBusinessFocusedConversationTell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?Teach acoworker whatdocumentsyou need toopen a LLC LocateBusinessItems neededfor accountopening flyerAsk a memberif they usebusinessCredit CardsMember#

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