Client needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Business accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.Have needsmetconversationYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Tracka loanLegacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Trackmmaor cdTrackcheckingClient mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseDo youhave anemergencyfund?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditTrackbalancetransferDo you carrya balance onyour creditcards?HavepurposefulconversationsAre you beingrewarded foryour debitcardpurchases?What typeof rate areyoupaying?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.Client receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHow quickly doyou need fundslightstream loancan be anoption.I see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?Have youthoughtaboutrefinancing?I see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?Client needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Business accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.Have needsmetconversationYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Tracka loanLegacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Trackmmaor cdTrackcheckingClient mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseDo youhave anemergencyfund?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditTrackbalancetransferDo you carrya balance onyour creditcards?HavepurposefulconversationsAre you beingrewarded foryour debitcardpurchases?What typeof rate areyoupaying?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.Client receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHow quickly doyou need fundslightstream loancan be anoption.I see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?Have youthoughtaboutrefinancing?I see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?

Srvp Probing questions - 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. Client needing balance have you thought about setting up olb to have access to you account anytime
  2. I see you have a large balance in your checking have you thought about putting some of the balance into a savings,mma,or cd?
  3. Business account using bill pay,has anyone ever talked to you about our ach services so you can send an recieve electronically.
  4. Have needs met conversation
  5. You offered credit card then they say they don't have good credit has anyone mentioned our secure card options to help build your credit.
  6. Track a loan
  7. Legacy or platinum we no longer offer however i can get a specialist on the line to go over the benefits of our new cards.
  8. Track mma or cd
  9. Track checking
  10. Client mentions they plan on purchasing a new vehicle did you know we have autoloans that can help you make that purchase
  11. Do you have an emergency fund?
  12. Mortgage client mentions buying furniture have you thought about a home equity line of credit
  13. Track balance transfer
  14. Do you carry a balance on your credit cards?
  15. Have purposeful conversations
  16. Are you being rewarded for your debit card purchases?
  17. What type of rate are you paying?
  18. Track a credit card
  19. Client receiving maintenance fee has anyone mentioned our credit cards you can link to your account to waive the fees.
  20. Client receiving overdraft fees has anyone ever talked to you about or credit lines that you can link to your account to help with overdraft protection
  21. How quickly do you need funds lightstream loan can be an option.
  22. I see multiple card payments have you thought about a debt consolidation loan to get one payment?
  23. Have you thought about refinancing?
  24. I see you have a loan with us we are a full service bank have you thought about opening a checking account to go with your loan?