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

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