Assist aCustomerRefer aDDA orSavingsAccountUpdatea PhoneNumberRefer aLoanCustomerCombine aDDA andSavingsAccountAssista Co-WorkerUpdateand E-mailAddressHold theDoorOpen forSomeoneSuggestionsforEfficiencySign aCustomerup for E-StatementRefera DDLResearchWebsites1/2 HourofExerciseSign upAuto Payfor a PSBLoanSign Up aCustomerfor theMobile AppPut CardValet onYourPhoneProcess &Close aConsumerLoanSend aThankYou NoteDrink 8Glassesof Water aDayProcess &Close aReal EstateLoanShareRecent NewsRelevant toLoansTrainon aTopicCrossSell aProductProcess &Close anAg LoanSuggest aTrainingTopicAssist aCustomerRefer aDDA orSavingsAccountUpdatea PhoneNumberRefer aLoanCustomerCombine aDDA andSavingsAccountAssista Co-WorkerUpdateand E-mailAddressHold theDoorOpen forSomeoneSuggestionsforEfficiencySign aCustomerup for E-StatementRefera DDLResearchWebsites1/2 HourofExerciseSign upAuto Payfor a PSBLoanSign Up aCustomerfor theMobile AppPut CardValet onYourPhoneProcess &Close aConsumerLoanSend aThankYou NoteDrink 8Glassesof Water aDayProcess &Close aReal EstateLoanShareRecent NewsRelevant toLoansTrainon aTopicCrossSell aProductProcess &Close anAg LoanSuggest aTrainingTopic

Loan Operations - 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. Assist a Customer
  2. Refer a DDA or Savings Account
  3. Update a Phone Number
  4. Refer a Loan Customer
  5. Combine a DDA and Savings Account
  6. Assist a Co-Worker
  7. Update and E-mail Address
  8. Hold the Door Open for Someone
  9. Suggestions for Efficiency
  10. Sign a Customer up for E- Statement
  11. Refer a DDL
  12. Research Websites
  13. 1/2 Hour of Exercise
  14. Sign up Auto Pay for a PSB Loan
  15. Sign Up a Customer for the Mobile App
  16. Put Card Valet on Your Phone
  17. Process & Close a Consumer Loan
  18. Send a Thank You Note
  19. Drink 8 Glasses of Water a Day
  20. Process & Close a Real Estate Loan
  21. Share Recent News Relevant to Loans
  22. Train on a Topic
  23. Cross Sell a Product
  24. Process & Close an Ag Loan
  25. Suggest a Training Topic