Client receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHave youthoughtaboutrefinancing?Client needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeBusiness accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.HavepurposefulconversationsTracka loanYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.I see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditI see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?Do you carrya balance onyour creditcards?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.What typeof rate areyoupaying?TrackbalancetransferTrackcheckingI 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 thatpurchaseHave needsmetconversationHow quickly doyou need fundslightstream loancan be anoption.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Do youhave anemergencyfund?Are you beingrewarded foryour debitcardpurchases?Trackmmaor cdClient receivingoverdraft fees hasanyone ever talked toyou about or creditlines that you can linkto your account tohelp with overdraftprotectionHave youthoughtaboutrefinancing?Client needingbalance have youthought aboutsetting up olb tohave access toyou accountanytimeBusiness accountusing bill pay,hasanyone ever talked toyou about our achservices so you cansend an recieveelectronically.HavepurposefulconversationsTracka loanYou offered creditcard then they saythey don't have goodcredit has anyonementioned oursecure card optionsto help build yourcredit.I see you have alarge balance in yourchecking have youthought about puttingsome of the balanceinto asavings,mma,or cd?Mortgage clientmentions buyingfurniture have youthought about ahome equity line ofcreditI see multiple cardpayments have youthought about adebt consolidationloan to get onepayment?Do you carrya balance onyour creditcards?Track acreditcardClient receivingmaintenance fee hasanyone mentionedour credit cards youcan link to youraccount to waive thefees.What typeof rate areyoupaying?TrackbalancetransferTrackcheckingI 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 thatpurchaseHave needsmetconversationHow quickly doyou need fundslightstream loancan be anoption.Legacy or platinumwe no longer offerhowever i can get aspecialist on the lineto go over thebenefits of our newcards.Do youhave anemergencyfund?Are you beingrewarded foryour debitcardpurchases?Trackmmaor cd

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