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

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Teach a coworker what documents you need to open a LLC
  2. Locate tools to enhance Business on AFCU.org
  3. Teach a Co-worker the purpose of ACH
  4. Teach a Co-worker the purpose of Positive Pay
  5. Ask a member if they have a business or if they know someone that does Member#
  6. Tell your CRO who we reach out to for POS inquires
  7. Teach a Co-worker the purpose of Clover devices
  8. Ask a member what services/products they see at other FIs that they enjoy Member#
  9. Review TM Page on AFCU.org
  10. Teach a coworker what documents you need to open a Corporation
  11. Ask a business member how they pay their employees: ACH Inquiry Member#
  12. Have a money management conversation: ACH/Online Wire/Credit Card Member#
  13. Ask a member if they have a business or if they know someone that does Member#
  14. Locate Meet the Team on AFCU.org
  15. Ask your CRO a TM product question
  16. Locate Business Items needed for account opening flyer
  17. Tell a Co-Worker what type of businesses do we service for POS systems. Small or Large?
  18. Ask a member if they use business Credit Cards Member#
  19. Identify a Clover Prospect (Retail, Restaurant, ect)
  20. Ask a member how often they deposit checks Number of checks weekly:
  21. Have a deposit conversation with a business member Member#
  22. Talk to a member about the importance of fraud prevention Member#
  23. Observe a Team Member having a Business Focused Conversation
  24. Have a conversation with a member about business Member#