Offered MoneyMarket whenthey wantedmore accessto fundsTracked a crosssell for MoneyMarket in SalesOpportunityScreenQuoted arate usingAPY“This issomethingmany membersdon’t realizethey can takeadvantage of.”“I can takecare of thatwhile I haveyou on theline.”“There’s nopressure atall. I just wantyou to knowyour options.”Certificate: “If youdon’t needimmediate accessto these funds, thiscould help youearn more safely.”Offer if themember wantsto add Savingswith earninghigherdividendsGracefullyaccept rejection."If you everchange youmind let usknow."Review theCertificatesProductOne-SheetInform memberthat a DedSavings can beopened with $0and then requires$10 a monthdepositedOffer ifmembers wantto put moneyaway for biglife eventsInform memberthey can openonline/mobilefor Cert or DedSavingsCertificate: “Thisoption offers afixed return, soyou knowexactly whatyou’ll earn.”DedicatedSavings: “Thiscan help you stayon track andavoid dipping intothose funds.”Money Market:“This might bea great middlegroundbetween savingand flexibility.”Dedicate Savings:“Some memberslike to set updedicated savingsfor specific goals—like vacations oremergencies.”“Can I askwhat you’recurrentlysaving for?”“I’d love tosharesomething thatcould help youearn more.”“Would you beopen to waysto earn a littlemore on yoursavings?”Comparedrates usingthe Rate andFeeScheduleOffer these ifthe memberwants higherdividendoptionsReviewedthe Openinga SubAccount JobAid“It only takesa couple ofminutes toget started.”Tracked a crosssell for Certificateor Ded Savings inSalesOpportunityScreen“While I haveyour accountopen, I noticedsomething thatmight benefityou…”“I want tohelp you getthe most outof youraccounts.”Offer any ifmembers havehigh amountsin savings orcheckingReview theSavingsProductOne-SheetOffered MoneyMarket whenthey wantedmore accessto fundsTracked a crosssell for MoneyMarket in SalesOpportunityScreenQuoted arate usingAPY“This issomethingmany membersdon’t realizethey can takeadvantage of.”“I can takecare of thatwhile I haveyou on theline.”“There’s nopressure atall. I just wantyou to knowyour options.”Certificate: “If youdon’t needimmediate accessto these funds, thiscould help youearn more safely.”Offer if themember wantsto add Savingswith earninghigherdividendsGracefullyaccept rejection."If you everchange youmind let usknow."Review theCertificatesProductOne-SheetInform memberthat a DedSavings can beopened with $0and then requires$10 a monthdepositedOffer ifmembers wantto put moneyaway for biglife eventsInform memberthey can openonline/mobilefor Cert or DedSavingsCertificate: “Thisoption offers afixed return, soyou knowexactly whatyou’ll earn.”DedicatedSavings: “Thiscan help you stayon track andavoid dipping intothose funds.”Money Market:“This might bea great middlegroundbetween savingand flexibility.”Dedicate Savings:“Some memberslike to set updedicated savingsfor specific goals—like vacations oremergencies.”“Can I askwhat you’recurrentlysaving for?”“I’d love tosharesomething thatcould help youearn more.”“Would you beopen to waysto earn a littlemore on yoursavings?”Comparedrates usingthe Rate andFeeScheduleOffer these ifthe memberwants higherdividendoptionsReviewedthe Openinga SubAccount JobAid“It only takesa couple ofminutes toget started.”Tracked a crosssell for Certificateor Ded Savings inSalesOpportunityScreen“While I haveyour accountopen, I noticedsomething thatmight benefityou…”“I want tohelp you getthe most outof youraccounts.”Offer any ifmembers havehigh amountsin savings orcheckingReview theSavingsProductOne-Sheet

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