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

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