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

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