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

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. Track a credit card
  2. Have purposeful conversations
  3. Have needs met conversation
  4. Do you carry a balance on your credit cards?
  5. Business account using bill pay,has anyone ever talked to you about our ach services so you can send an recieve electronically.
  6. Client needing balance have you thought about setting up olb to have access to you account anytime
  7. 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.
  8. What type of rate are you paying?
  9. How quickly do you need funds lightstream loan can be an option.
  10. Have you thought about refinancing?
  11. 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?
  12. Are you being rewarded for your debit card purchases?
  13. Track checking
  14. Mortgage client mentions buying furniture have you thought about a home equity line of credit
  15. Client mentions they plan on purchasing a new vehicle did you know we have autoloans that can help you make that purchase
  16. 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
  17. 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.
  18. Do you have an emergency fund?
  19. 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?
  20. Client receiving maintenance fee has anyone mentioned our credit cards you can link to your account to waive the fees.
  21. Track balance transfer
  22. Track mma or cd
  23. Track a loan
  24. I see multiple card payments have you thought about a debt consolidation loan to get one payment?