“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…
“I noticed that you don’t currently have a personal checking account with KeyBank. Having your checking account here can offer you a number of unique benefits that might help simplify your banking.” “Would it be okay if I asked you a few quick questions to see if we could help meet your banking needs?” Possible…
“I noticed that you currently have a [specific service] with us. Many of our clients are surprised to learn about the variety of additional products and services we offer that can complement and enhance their banking experience.” “I’d love to schedule a meeting with you to learn more about your individual banking needs and explore…
“Given the current environment with lower interest rates on savings accounts and CDs, many of our clients are looking for alternative ways to grow their savings and investments. While the rates on traditional products might not be as high as we’d like, we do offer a range of investment options that could potentially provide a…
“Given the current low interest rates on savings accounts and CDs, many of our clients are exploring alternative investments that offer better yields. At KeyBank, we offer a range of investment options that could help align with your long-term financial goals.” “I’d be happy to schedule a meeting with one of our experienced Financial Advisors,…
“As part of our commitment to providing personalized service, I want to ensure that all your banking needs are being met. KeyBank offers a variety of personal banking solutions that can be customized to suit your specific financial goals.” “I’d like to invite you to meet with me to review your current banking relationship. Together,…
“I’m calling today to follow up on the [specific account type] you recently opened with us. I want to make sure everything is going smoothly and see if you have any questions about the account. Has everything met your expectations so far?” (If the client has concerns, address and resolve the issue before discussing any…
“Ms./ Mr. _______________?” (Wait for confirmation.) “Hi, this is _______, and I’m your _______ here at the _______ branch of KeyBank.” “Do you have a quick minute?” (If client says she/he is busy, politely ask when would be a more convenient time to call back.) REASON FOR THE CALL “I’m calling for two reasons today….