Inform memberthat a DedSavings can beopened with $0and then requires$10 a monthdeposited“This issomethingmany membersdon’t realizethey can takeadvantage of.”“I’d love tosharesomething thatcould help youearn more.”Reviewedthe Openinga SubAccount JobAid“I want tohelp you getthe most outof youraccounts.”“While I haveyour accountopen, I noticedsomething thatmight benefityou…”Tracked a crosssell for Certificateor Ded Savings inSalesOpportunityScreenOffer ifmembers wantto put moneyaway for biglife events“Would you beopen to waysto earn a littlemore on yoursavings?”Offered MoneyMarket whenthey wantedmore accessto fundsTracked a crosssell for MoneyMarket in SalesOpportunityScreenOffer these ifthe memberwants higherdividendoptionsComparedrates usingthe Rate andFeeScheduleQuoted arate usingAPYCertificate: “Thisoption offers afixed return, soyou knowexactly whatyou’ll earn.”“There’s nopressure atall. I just wantyou to knowyour options.”Review theSavingsProductOne-SheetOffer if themember wantsto add Savingswith earninghigherdividends“I can takecare of thatwhile I haveyou on theline.”Certificate: “If youdon’t needimmediate accessto these funds, thiscould help youearn more safely.”Review theCertificatesProductOne-SheetOffer any ifmembers havehigh amountsin savings orcheckingInform memberthey can openonline/mobilefor Cert or DedSavingsMoney Market:“This might bea great middlegroundbetween savingand flexibility.”“It only takesa couple ofminutes toget started.”Gracefullyaccept rejection."If you everchange youmind let usknow."Dedicate Savings:“Some memberslike to set updedicated savingsfor specific goals—like vacations oremergencies.”“Can I askwhat you’recurrentlysaving for?”DedicatedSavings: “Thiscan help you stayon track andavoid dipping intothose funds.”Inform memberthat a DedSavings can beopened with $0and then requires$10 a monthdeposited“This issomethingmany membersdon’t realizethey can takeadvantage of.”“I’d love tosharesomething thatcould help youearn more.”Reviewedthe Openinga SubAccount JobAid“I want tohelp you getthe most outof youraccounts.”“While I haveyour accountopen, I noticedsomething thatmight benefityou…”Tracked a crosssell for Certificateor Ded Savings inSalesOpportunityScreenOffer ifmembers wantto put moneyaway for biglife events“Would you beopen to waysto earn a littlemore on yoursavings?”Offered MoneyMarket whenthey wantedmore accessto fundsTracked a crosssell for MoneyMarket in SalesOpportunityScreenOffer these ifthe memberwants higherdividendoptionsComparedrates usingthe Rate andFeeScheduleQuoted arate usingAPYCertificate: “Thisoption offers afixed return, soyou knowexactly whatyou’ll earn.”“There’s nopressure atall. I just wantyou to knowyour options.”Review theSavingsProductOne-SheetOffer if themember wantsto add Savingswith earninghigherdividends“I can takecare of thatwhile I haveyou on theline.”Certificate: “If youdon’t needimmediate accessto these funds, thiscould help youearn more safely.”Review theCertificatesProductOne-SheetOffer any ifmembers havehigh amountsin savings orcheckingInform memberthey can openonline/mobilefor Cert or DedSavingsMoney Market:“This might bea great middlegroundbetween savingand flexibility.”“It only takesa couple ofminutes toget started.”Gracefullyaccept rejection."If you everchange youmind let usknow."Dedicate Savings:“Some memberslike to set updedicated savingsfor specific goals—like vacations oremergencies.”“Can I askwhat you’recurrentlysaving for?”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. Inform member that a Ded Savings can be opened with $0 and then requires $10 a month deposited
  2. “This is something many members don’t realize they can take advantage of.”
  3. “I’d love to share something that could help you earn more.”
  4. Reviewed the Opening a Sub Account Job Aid
  5. “I want to help you get the most out of your accounts.”
  6. “While I have your account open, I noticed something that might benefit you…”
  7. Tracked a cross sell for Certificate or Ded Savings in Sales Opportunity Screen
  8. Offer if members want to put money away for big life events
  9. “Would you be open to ways to earn a little more on your savings?”
  10. Offered Money Market when they wanted more access to funds
  11. Tracked a cross sell for Money Market in Sales Opportunity Screen
  12. Offer these if the member wants higher dividend options
  13. Compared rates using the Rate and Fee Schedule
  14. Quoted a rate using APY
  15. Certificate: “This option offers a fixed return, so you know exactly what you’ll earn.”
  16. “There’s no pressure at all. I just want you to know your options.”
  17. Review the Savings Product One-Sheet
  18. Offer if the member wants to add Savings with earning higher dividends
  19. “I can take care of that while I have you on the line.”
  20. Certificate: “If you don’t need immediate access to these funds, this could help you earn more safely.”
  21. Review the Certificates Product One-Sheet
  22. Offer any if members have high amounts in savings or checking
  23. Inform member they can open online/mobile for Cert or Ded Savings
  24. Money Market: “This might be a great middle ground between saving and flexibility.”
  25. “It only takes a couple of minutes to get started.”
  26. Gracefully accept rejection. "If you ever change you mind let us know."
  27. Dedicate Savings: “Some members like to set up dedicated savings for specific goals—like vacations or emergencies.”
  28. “Can I ask what you’re currently saving for?”
  29. Dedicated Savings: “This can help you stay on track and avoid dipping into those funds.”