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

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