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

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