Bank Inquiry Phone Call Guidelines
Last Updated: Augusgt 18, 2025
HOW TO SHOP
⛔IMPORTANT: This is a recorded phone shop to inquire about accounts using the scenario below.
Use the scenario for the assigned month as a guide. You don't need to share all details unless asked. Inquire about opening accounts and let them ask qualifying questions to guide you to the best options.
Allow them to lead the conversation and provide information about accounts. Let them talk and try to sell it to you.
At the end, you can mention that you'll consider bringing your spouse if you decide to open an account.
September 2025 Customer Scenario
You don't need to share all of this upfront. Allow the representative to ask you these details as needed.
Marital Status: Married.
Children: 0, Empty Nester.
Reason for Shopping: Looking for better interest for high balance Checking Account.
Accounts at Current Bank: Checking Account with a typically balance of $25,000.
Savings/Emergency Fund: $40,000.
401K through employer totaling $300,000.
Miscellaneous: Open to a quote on Checking and Savings.
Currently has Roadside Assistance and Wireless Phone insurance.
Open to a mortgage refi conversation, when the rates drop.
Please Review All Survey Questions Before Completing This Shop!
To help us enhance our client's customer experience, your detailed narrative is crucial. Here are some important guidelines to follow:
- Be Descriptive: Your narrative should tell a complete story.
- Highlight Key Observations: Include specific experiences throughout your visit.
- Avoid One-liners: Short comments do not provide enough information for meaningful improvements.
We appreciate your thoroughness in completing this survey! Your insights are invaluable in driving improvement.
PRO TIP!
Audio recording your in-person bank shops discreetly is recommended for remembering crucial details, especially due to numerous account names. You can do this by discreetly using your phone or a smartwatch. It makes inputting your survey a breeze!
While it's not required, if a client disputes your shop and you provide covert audio proof, we'll offer an extra $5 as a thank-you for sending us the recording.
