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

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