How quickly doyou need fundslightstream loancan be anoption.Client mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Do you carrya balance onyour creditcards?Trackmmaor cdTrackcheckingClient needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeMortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditI 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 overdraftprotectionHave needsmetconversationAre you beingrewarded foryour debitcardpurchases?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.You offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Do youhave anemergencyfund?Tracka loanHave youthoughtaboutrefinancing?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.HavepurposefulconversationsI see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?TrackbalancetransferWhat typeof rate areyoupaying?How quickly doyou need fundslightstream loancan be anoption.Client mentions theyplan on purchasing anew vehicle did youknow we haveautoloans that canhelp you make thatpurchaseI see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Do you carrya balance onyour creditcards?Trackmmaor cdTrackcheckingClient needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeMortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditI 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 overdraftprotectionHave needsmetconversationAre you beingrewarded foryour debitcardpurchases?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.You offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.Do youhave anemergencyfund?Tracka loanHave youthoughtaboutrefinancing?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.HavepurposefulconversationsI see you have a loanwith us we are a fullservice bank haveyou thought aboutopening a checkingaccount to go withyour loan?TrackbalancetransferWhat typeof rate areyoupaying?

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