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