Answer: “That’s perfectly understandable. Even if you don’t have an immediate need for more services, many clients have told me they were surprised to learn about the full range of options we offer. Sometimes, it’s beneficial to know what’s available, just in case your needs change in the future.” Advance: “Would next week be a…
Answer: “I completely understand. It’s natural not to be interested in something before you’ve had the full picture. My goal today was simply to share an opportunity that could help make your money work harder for you. Since you’re already a valued KeyBank client, I felt it was important to make you aware of these…
“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…