Video: Crossing the Line With Cross-Selling

This parody video is pretty funny, so it must be hitting close to home. If you can’t watch YouTube videos at work, you can (1) read the script below, and/or (2) get your financial institution to change its silly policy.

Customer: I was hoping you could help me.

Sales Rep: We can make that happen!

Customer: I want to open a checking account.

Sales Rep: What if I told you you could open a checking account… AND help your daughter pay down her student loan?

Customer: I don’t have a daughter.

Sales Rep: Maybe not. But I’d bet you have a wife who’s always dreamed of starting her own vineyard.

Customer: My wife died three years ago.

Sales Rep: That must be hard — raising an adopted Chinese baby by yourself.

Customer: I don’t have Chinese baby.

Sales Rep: Maybe not. But with a few smart investments, you could afford one.

Customer: Excuse me?

Sales Rep: And fly her back to China for a visit.

Customer: What?

Sales Rep: I know how much maintaining her Chinese roots would mean to your dead wife.

Customer: I just want to open a checking account.

Sales Rep: What if I told you you could open a checking account… AND pay for your daughter to go to medical school. She’s Chinese? She’d appreciate that.

Customer: I’m out of here.

Sales Rep: What if I told you you could get out of here AND finance your dead wife’s medical Chinese baby vineyard.

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