“I wanted to make you aware of our Online and Mobile Banking services, which many of our clients use to manage their accounts more efficiently.” “Can I ask a few quick questions to see if this could make your banking more convenient?” Possible Probes: Solution: “Based on your answers, I believe that Online and Mobile…
“I noticed you have a large balance in your [checking or savings account]. Would you be open to discussing how we can help you get a higher return on those funds?” Possible Probes: Solution: “Based on your goals, we can help you make the most of your funds by offering investment options that suit your…
“I noticed that your certificate of deposit is due to mature on [Date]. We can help you ensure you get the best return on your funds.” “Can I ask you a few quick questions to help us offer the best options?” Possible Probes: Solution: “Based on what you’ve shared, we may be able to help…
“Since you already know the benefits of using the equity in your home, we may be able to help by lowering your interest rates and increasing your available line of credit.” Possible Probes: Solution: “Based on what you’ve shared, we may be able to lower your monthly payments or provide better terms for your home…
“Many of our customers use the equity in their homes to finance large expenses, such as home improvements or unexpected emergencies. Are you currently using a home equity line of credit or loan?” Possible Probes: Solution: “Based on what you’ve shared, a home equity line of credit could help you access low-cost financing. For example,…
“We offer a variety of personal loans that can be tailored to meet your needs. Whether you’re looking to consolidate debt or fund a large purchase, we have options for you.” “Would it be okay if I asked a few questions to see if we can help you with a loan?” Possible Probes: Solution: “Based…
“I noticed you don’t have a KeyBank credit card. Many of our customers have found that having a KeyBank credit card offers them unique benefits and complements their banking relationship with us.” “Would you mind answering a few quick questions to see if this could be a cost-effective option for you?” Possible Probes: Solution: “Based…
“Many of our clients find that investing in a Certificate of Deposit (CD) is a safe and secure way to earn additional interest on their savings.” “Can I ask you a few questions to see if a CD might be a good fit for you?” Possible Probes: Solution: “Based on your goals, I believe a…
“KeyBank can assist with your mortgage needs, whether you’re purchasing a home or refinancing your existing mortgage. We offer competitive rates and can help make the process simple and secure.” “Would you mind answering a few quick questions to see if we can assist you?” Possible Probes: Solution: “Based on what you’ve shared, we may…
“I noticed you don’t have a money market account with KeyBank. A money market account with us can provide you with a higher yield while still offering easy access to your funds.” “May I ask you a few quick questions to see if this could be a good option for you?” Possible Probes: Solution: “Based…