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