Banking On Hold Scripts

General

Sample #1

Thank you for calling (Company name).  Individuals, families and businesses count on us for all their banking needs, including checking and savings accounts, investment and retirement services, and mortgages and home equity loans.  For your banking convenience, we also offer extended drive-up service, 24/7 telephone and online banking services, and outstanding service to personally assist you. To compare our rates or locate a nearby branch or ATM, you can always visit our web site – (website address) Thank you for waiting, a customer service representative will be available to assist you in just a moment.

Sample #2

Thank you for calling (Company name). You will be assisted momentarily… From the detailed requirements of your day-to-day operations to your broader needs in business planning and commercial lending, we have the expertise to handle ALL aspects of your business banking. Let us know how we can assist you when we return to the line.

Sample #3

Thank you for calling (Company name). A representative will be with you in just a moment… From the detailed needs of your day-to-day operations to the particulars of your broader needs in business planning and commercial lending, let us handle all of your business banking needs.  We are committed to building the meaningful relationships our customers have come to expect.  We invite you to come in to appreciate the difference.  We’ll be right with you.

Sample #4

Connecting you with life’s opportunities is what we are all about. That is why we offer a full range of personal and business financial products and services specifically designed to meet the needs of people who live in the communities we serve.  Trust the professionals at (Company name) to help you find a better way to manage your everyday finances.

Mobile Banking

Sample #1

Do you want the ability to manage your personal banking…pay your bills…and transfer funds…anywhere, any time?  Now you can…with our free Mobile Banking service!  By using your text-message or web-based provider service, once enrolled, you can manage your money in a safe, secure banking environment.  For more information, or to enroll in this new free service, please visit (website address).  For the latest banking technology…that adds convenience to your life…Count on us!  Thank you for waiting…we will be with you in just a moment.

Multiple Locations

Sample #1

(Company name) has four convenient branch locations to serve you, with late drive-up hours on week nights at selected branches. We’ll help you build a complete solution to manage and control your everyday banking using a full assortment of products and services to give you the flexibility you need. A representative will be happy to assist you in just a moment.

Identity Theft

Sample #1

Identity Theft is a real concern today. Remember: never provide your personal information in response to an unsolicited request, whether it is over the phone or over the Internet. If you did not initiate the communication, you should not provide any information. Ask us for more tips to protect yourself from Identity Theft

24 Hour Banking

Sample #1 

Need important account information quickly? Don’t forget that you can access your accounts with Online Banking and our Direct Teller 24-Hour Information Line. With these products you can obtain balance information, review recent activity, transfer funds, set account alerts, and more! Online Banking is available via our website at (website address). For our Direct Teller services, ask for more details when we return to the line.

Sample #2

You’ll find we’re an easy place to bank…Because life is complicated enough and doing you’re banking doesn’t have to be.  When it comes to your checking account, our goal is to provide you with the checking account you need and to make it as simple, easy, and convenient as possible to do your banking. With every one of our checking accounts, you get the convenience of 24/7 banking combined with the personal service you have come to expect from us.

Lending

Sample #1 

Major purchases are a fact of life, but they don’t have to be a major headache. Our Lending Center offers individualized interactions, with lenders that are always ready to provide you with options, explain the details, and help you make the right choices. We’ll match the right loan to your needs, with the competitive rates and quick turnaround you expect. (Company name) is an equal housing lender.

Financial Services On Hold Scripts

Company Services

Sample #1

Thank you for calling (Company name).  We will return to the line shortly…  We an investment banking and management consulting firm specializing in providing advisory services to the financial institutions industry.  We are an industry leader in strategic planning, market feasibility, corporate finance, M&A, asset/liability management, enterprise risk management and regulatory consulting.  Visit us at (website address) where you can learn more about us and our services, get the latest news, read testimonials, and more.

Sample #2 

Thank you for calling and for your patience while on hold. A representative will be with you momentarily. We offer a full-suite of insurance, financial and administrative services relating to Employee Benefits Programs, COBRA Administration, Human Resource Consulting, Payroll, pay-as-you-go Workers Compensation, and tax favored programs including Flexible Spending Accounts, Health Reimbursement Arrangements, and Health Savings Accounts. We are available to assist you (business hours). Please stay on the line, so that your call can receive the time and attention it deserves.

Loan Management

Sample #1

At (company name) we handle all aspects of the loan process ourselves. We originate the loan, we process it, we underwrite it, we close and fund it, and in most cases we service the loan over the life of the mortgage. By keeping it all under one roof we are able to offer Great Rates and Terms that just can’t be beat by other lenders.

Sample #2

We appreciate your patience. Please continue to hold for just a moment longer… Taking control of your financial responsibilities has never been easier.  With our external loan payment, it allows you the freedom to pay on your loan or credit card from another financial institution.  And as a new feature, you can now set up your payments to be made on a recurring basis.  Simply log on to to set up your institution, and have immediate access to all your accounts.  To learn more about paying online, visit our Website at (website address) or simply speak to the next available representative.

Housing Loans

Sample #1

Welcome to (Company name), a proven leader in the mortgage industry. We are dedicated to helping clients receive the most affordable mortgage products available. We offer a wide range of products including conventional, FHA, VA, and reverse mortgage loans. Buying your first home? Let us help! Our first time home buyer programs are sure to fit your needs. Visit us online at (website address) for more details… We appreciate your patience during this brief delay, and we’re working hard to return to your important call as promptly as possible.

Sample #2

You’d love to put in a new deck, add some trendy landscaping and a pool, or redesign your kitchen, but you don’t have enough equity in your home, or maybe your property value has decreased? If this sounds familiar and you’d still like to improve your home, we have the answer with our Home Improvement Loan and Spring is the perfect time to make it happen! For complete details ask a representative or apply online at (website address) today.

Student Loan Forgiveness

Sample #1

Are you aware more than 33 million workers qualify to have their student loans forgiven because they work in schools, hospitals, or city halls, but too few take advantage of the options because the programs are overly complicated and often confusing? Recent changes will likely reduce monthly student loan payments for more than 1-point-6 million responsible student borrowers. Despite these opportunities and policy improvements to help graduates make their monthly payments, too few responsible borrowers are aware of their repayment options. Even among borrowers who understand their options, many have difficulties navigating and completing the application process.

Real Estate On Hold Scripts

Agent Recruitment

Sample #1 

(Company name) is the area’s most exciting real estate company. For agents, this is a one of a kind opportunity to get in on something innovative and ever-growing. If you’re interested in a career as an agent, ask for details when we return to the line.

Comparative Analysis

Sample #1

What’s your home really worth? A home may be priceless to its owner, but what it can actually sell for is another thing altogether. Count on us to bring our knowledge of market trends and understanding of what buyers really value to help you price your home right. Ask one of our agents for a Comparative Market Analysis today.

Neighborhood Information

Sample #1 

So you’ve found a great house, but what do you know about the neighborhood? On our website, every listing has the details you need to know about nearby schools, shopping, dining, and more. Plus, many listings have “bird’s eye view” photos to give you a real sense for the area around the home. Visit our website at (website address) today to get the important neighborhood information you need to know.

General

Sample #1

Thank you for calling (Company name) where each member of our team is committed to premier service. We bring you faster, smarter, more convenient ways to buy and sell homes – online, offline, mobile, digital, and traditional. Count on us to serve as Trusted Advisors, Skilled Negotiators, and Expert Facilitators, from the start of your home search to the end, and beyond. Visit our website for a quick tour at (website address). 

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Tax & Accounting On Hold Scripts

Contact Information

Sample #1 

Thank you for calling (Company name)… A representative will be with you in just a moment… Located at (company address), we specialize in tax and accounting services for individuals and small to medium companies. In addition, we are tax and accounting specialists for home health agencies. Visit our website – (website address) – for more information on our services.

Tax Laws

Sample #1

Any time sensitive filings – such as estimated taxes, payroll taxes, sales taxes, and of course your personal and business taxes are usually filed well before the due date by a trusted (Company name) tax professional. Our clients are always notified well in advance – never any last-minute surprises!

Accounting Firm

Sample #1

As a full service firm, (company name) is able to provide Accounting, Tax, Audit, and Litigation Support, as well as Estate and Tax Planning and Forensic Accounting to small and large clients – personal or business related.

Sample #2

The professionals at (Company name)  provide a broad range of services, including the following:
-Personal and small business consulting, projections and forecasts, retirement and estate planning, financial planning, and mergers and acquisitions.
-Tax Services including corporate, partnership, individual, estate, and trust income tax planning and preparation, as well as payroll, sales, and property tax preparation.
-Accounting Services including compilations and reviews, as well as bookkeeping services, such as check writing, bank reconciliations, and asset management. We do not perform audits of statements, but would be happy to recommend a professional to you.

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