Talk to amember aboutthe importanceof fraudpreventionMember#Teach acoworker whatdocuments youneed to open aCorporationLocateBusinessItems neededfor accountopening flyerAsk yourCRO a TMproductquestionAsk a memberif they usebusinessCredit CardsMember#Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Locate toolsto enhanceBusiness onAFCU.orgTeach acoworker whatdocumentsyou need toopen a LLC Tell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Have aconversationwith a memberabout businessMember#ReviewTM PageonAFCU.org Teach aCo-workerthepurposeof ACH Teach a Co-worker thepurpose ofCloverdevicesAsk a memberhow often theydeposit checksNumber ofchecks weekly: Observe aTeam Memberhaving aBusinessFocusedConversationAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Identify aCloverProspect(Retail,Restaurant,ect)LocateMeet theTeam onAFCU.orgTeach a Co-worker thepurpose ofPositive PayAsk a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Tell yourCRO whowe reach outto for POSinquiresHave a depositconversationwith a businessmemberMember#Talk to amember aboutthe importanceof fraudpreventionMember#Teach acoworker whatdocuments youneed to open aCorporationLocateBusinessItems neededfor accountopening flyerAsk yourCRO a TMproductquestionAsk a memberif they usebusinessCredit CardsMember#Have a moneymanagementconversation:ACH/OnlineWire/Credit CardMember#Locate toolsto enhanceBusiness onAFCU.orgTeach acoworker whatdocumentsyou need toopen a LLC Tell a Co-Workerwhat type ofbusinesses dowe service forPOS systems.Small or Large?Ask a businessmember howthey pay theiremployees:ACH InquiryMember#Have aconversationwith a memberabout businessMember#ReviewTM PageonAFCU.org Teach aCo-workerthepurposeof ACH Teach a Co-worker thepurpose ofCloverdevicesAsk a memberhow often theydeposit checksNumber ofchecks weekly: Observe aTeam Memberhaving aBusinessFocusedConversationAsk a member ifthey have abusiness or if theyknow someonethat doesMember#Ask a member ifthey have abusiness or if theyknow someonethat doesMember#Identify aCloverProspect(Retail,Restaurant,ect)LocateMeet theTeam onAFCU.orgTeach a Co-worker thepurpose ofPositive PayAsk a memberwhatservices/productsthey see at otherFIs that they enjoyMember#Tell yourCRO whowe reach outto for POSinquiresHave 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. Talk to a member about the importance of fraud prevention Member#
  2. Teach a coworker what documents you need to open a Corporation
  3. Locate Business Items needed for account opening flyer
  4. Ask your CRO a TM product question
  5. Ask a member if they use business Credit Cards Member#
  6. Have a money management conversation: ACH/Online Wire/Credit Card Member#
  7. Locate tools to enhance Business on AFCU.org
  8. Teach a coworker what documents you need to open a LLC
  9. Tell a Co-Worker what type of businesses do we service for POS systems. Small or Large?
  10. Ask a business member how they pay their employees: ACH Inquiry Member#
  11. Have a conversation with a member about business Member#
  12. Review TM Page on AFCU.org
  13. Teach a Co-worker the purpose of ACH
  14. Teach a Co-worker the purpose of Clover devices
  15. Ask a member how often they deposit checks Number of checks weekly:
  16. Observe a Team Member having a Business Focused Conversation
  17. Ask a member if they have a business or if they know someone that does Member#
  18. Ask a member if they have a business or if they know someone that does Member#
  19. Identify a Clover Prospect (Retail, Restaurant, ect)
  20. Locate Meet the Team on AFCU.org
  21. Teach a Co-worker the purpose of Positive Pay
  22. Ask a member what services/products they see at other FIs that they enjoy Member#
  23. Tell your CRO who we reach out to for POS inquires
  24. Have a deposit conversation with a business member Member#