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

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