Business accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Client receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHave youthoughtaboutrefinancing?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditWhat typeof rate areyoupaying?Tracka loanClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.Do youhave anemergencyfund?How quickly doyou need fundslightstream loancan be anoption.Track acreditcardI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Do you carrya balance onyour creditcards?I see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?TrackbalancetransferHavepurposefulconversationsTrackmmaor cdTrackcheckingAre you beingrewarded foryour debitcardpurchases?Have needsmetconversationClient 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 mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Business accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Client receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHave youthoughtaboutrefinancing?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditWhat typeof rate areyoupaying?Tracka loanClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.Do youhave anemergencyfund?How quickly doyou need fundslightstream loancan be anoption.Track acreditcardI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Do you carrya balance onyour creditcards?I see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?TrackbalancetransferHavepurposefulconversationsTrackmmaor cdTrackcheckingAre you beingrewarded foryour debitcardpurchases?Have needsmetconversationClient 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 mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseYou 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. Business account using bill pay,has anyone ever talked to you about our ach services so you can send an recieve electronically.
  2. 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.
  3. 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
  4. Have you thought about refinancing?
  5. Mortgage client mentions buying furniture have you thought about a home equity line of credit
  6. What type of rate are you paying?
  7. Track a loan
  8. Client receiving maintenance fee has anyone mentioned our credit cards you can link to your account to waive the fees.
  9. Do you have an emergency fund?
  10. How quickly do you need funds lightstream loan can be an option.
  11. Track a credit card
  12. 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?
  13. Do you carry a balance on your credit cards?
  14. I see multiple card payments have you thought about a debt consolidation loan to get one payment?
  15. Track balance transfer
  16. Have purposeful conversations
  17. Track mma or cd
  18. Track checking
  19. Are you being rewarded for your debit card purchases?
  20. Have needs met conversation
  21. Client needing balance have you thought about setting up olb to have access to you account anytime
  22. 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?
  23. Client mentions they plan on purchasing a new vehicle did you know we have autoloans that can help you make that purchase
  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.