This bingo card has a free space and 29 words: Offer if members want to put money away for big life events, Offer these if the member wants higher dividend options, “It only takes a couple of minutes to get started.”, Quoted a rate using APY, “Can I ask what you’re currently saving for?”, Inform member they can open online/mobile for Cert or Ded Savings, Certificate: “This option offers a fixed return, so you know exactly what you’ll earn.”, Offer if the member wants to add Savings with earning higher dividends, “I’d love to share something that could help you earn more.”, Offered Money Market when they wanted more access to funds, Gracefully accept rejection. "If you ever change you mind let us know.", Inform member that a Ded Savings can be opened with $0 and then requires $10 a month deposited, Offer any if members have high amounts in savings or checking, Review the Certificates Product One-Sheet, Tracked a cross sell for Certificate or Ded Savings in Sales Opportunity Screen, “While I have your account open, I noticed something that might benefit you…”, Compared rates using the Rate and Fee Schedule, Dedicate Savings: “Some members like to set up dedicated savings for specific goals—like vacations or emergencies.”, Tracked a cross sell for Money Market in Sales Opportunity Screen, Review the Savings Product One-Sheet, “Would you be open to ways to earn a little more on your savings?”, “This is something many members don’t realize they can take advantage of.”, Reviewed the Opening a Sub Account Job Aid, Certificate: “If you don’t need immediate access to these funds, this could help you earn more safely.”, “I can take care of that while I have you on the line.”, “I want to help you get the most out of your accounts.”, Dedicated Savings: “This can help you stay on track and avoid dipping into those funds.”, “There’s no pressure at all. I just want you to know your options.” and Money Market: “This might be a great middle ground between saving and flexibility.”.
Food Friday | Cross Selling BINGO | Watchdog Bingo | Banking/ Money Management | Courtesy Words & Referrals
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