Do youhave anemergencyfund?What typeof rate areyoupaying?TrackcheckingHow quickly doyou need fundslightstream loancan be anoption.Have needsmetconversationClient receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionTrack acreditcardAre you beingrewarded foryour debitcardpurchases?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditTracka loanYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.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?I see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?HavepurposefulconversationsClient needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeTrackmmaor cdTrackbalancetransferDo you carrya balance onyour creditcards?I see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Have youthoughtaboutrefinancing?Client 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.Do youhave anemergencyfund?What typeof rate areyoupaying?TrackcheckingHow quickly doyou need fundslightstream loancan be anoption.Have needsmetconversationClient receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionTrack acreditcardAre you beingrewarded foryour debitcardpurchases?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditTracka loanYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.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?I see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?HavepurposefulconversationsClient needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeTrackmmaor cdTrackbalancetransferDo you carrya balance onyour creditcards?I see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Have youthoughtaboutrefinancing?Client 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.

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