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