“I’m calling today to follow up on your _______ account(s) that you recently opened (or the Financial Review we began/completed). Do you have any questions or concerns? Has everything been meeting your expectations so far?” Conversation Starters “Now that you’ve had some time with the account, how has everything been working for you?” “Has anything…
“I’d love the opportunity to discuss how we can further support your business by reviewing your current relationship and offering tailored advice and solutions. Our goal is to ensure you’re making the most of all the capabilities KeyBank has to offer. It all starts with a Client Review.” Conversation Starters “Since you opened the account,…
1. OPENING OF THE CALL “Mr./Ms. ________?”(Wait for confirmation.) “Hi ________, this is ______with KeyBank here in ________.” “Did I catch you with a quick minute?”(Wait for response) 2. REASON #1 — CHECK IN ON THE RELATIONSHIP “I’m reaching out today for two reasons. First, I wanted to check in and see how things are…
Acknowledge and Respect the Client’s Preference: “I completely understand that your time is valuable, and I’m happy to discuss things with you over the phone. I’m here to make things as convenient as possible for you.” “I want to be respectful of your time, so I’ll make sure our conversation is efficient. Typically, these types…
Answer: “I regret you had this experience. Would you mind sharing what happened? (Allow client to vent) “I want to understand your concerns better. It’s important to us that we make your banking experience with KeyBank as smooth and rewarding as possible.” Advance: “I’d love to discuss this with you in more detail and see…
Answer: “That’s perfectly fine. Many of our clients already have an advisor and I am not asking you to immediately change that relationship. However, it’s always valuable to explore other options and get a second opinion. It never hurts to see if there are better solutions out there that align more closely with your goals.”…
Answer: “We offer a variety of credit and deposit products, and rates/fees can vary depending on the specific type and term. A personal meeting would allow me to provide you with a tailored comparison based on your needs, as well as give you a better understanding of how our options might benefit you.” Advance: “When…
Answer: “I completely understand. Many of our clients like to discuss decisions with their spouse before making a commitment. In fact, it might be helpful if we all meet together—this way, I can answer any questions you both have and ensure you’re making the best choice for your situation.” Advance: “Would it be possible to…
Answer: “Of course, I’d be happy to follow up with you. How about we tentatively schedule a time now, and I can give you a reminder call a day before?” Advance: “Does the later part of next [Week/Month] work for you? Perhaps [Day] morning at [Time]?”
Answer: “I completely understand that you’re busy. I’d be happy to accommodate your schedule and can meet with you at a time that’s most convenient for you—perhaps early in the morning before 9:00 AM, after 5:00 PM, or even on a Saturday.” Advance: “Would after 5:00 PM work for you, or would another time be…