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

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