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

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