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

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