What would youdo if the CXrequested allpersonalinformation? Whatprocedure do wefollow?If locked in thevault, how do youget yourself out?What procedurewould you follow?How manypanic alarmsdo we have?Where arethey located?What iscoveredby CDIC?What is theprocedure for aduress alarm?When do youuse it and how?What are the mostimportant sectionsdo you need toread out to the CXafter replacing anaccess card?Can you cash acheque for a non-CX? If yes, whatkind of chequecan you cash andwhat procedurewould you follow?What is theprocedure ofdoing a CVSon CXaccount?When doyou give aCX a letterof refusal?Where is theredemergencybooklocated?TDInsurance?Where do wedisplayinformation?When answeringbranch main phoneline, CX ask forinformation on acct.What procedure doyou follow?If wire paymentinstructionswere receivedvia FAX can wedo the followingrequest?Negotiatinga USDcheque drawn onCAD bank. Howmany days is thehold period?CXComplaintshow wouldyou resolvethem?Who areour health& safteyreps?What canyou do fora Non-CX?Credit cards.What do weneed todisclose toCX?When doyoucompletea LCTR?Personalaccountchange? Whatdo we need togive to CX?How doyousubmit aUTR?How do youexempt CXfrom TDmailing list?Release fromliability. Whendo we needCX to sign ?Hold funds policy?Accounts openedless than 90 days?under $1500?over $1500?USD ?Foreign?What would youdo if the CXrequested allpersonalinformation? Whatprocedure do wefollow?If locked in thevault, how do youget yourself out?What procedurewould you follow?How manypanic alarmsdo we have?Where arethey located?What iscoveredby CDIC?What is theprocedure for aduress alarm?When do youuse it and how?What are the mostimportant sectionsdo you need toread out to the CXafter replacing anaccess card?Can you cash acheque for a non-CX? If yes, whatkind of chequecan you cash andwhat procedurewould you follow?What is theprocedure ofdoing a CVSon CXaccount?When doyou give aCX a letterof refusal?Where is theredemergencybooklocated?TDInsurance?Where do wedisplayinformation?When answeringbranch main phoneline, CX ask forinformation on acct.What procedure doyou follow?If wire paymentinstructionswere receivedvia FAX can wedo the followingrequest?Negotiatinga USDcheque drawn onCAD bank. Howmany days is thehold period?CXComplaintshow wouldyou resolvethem?Who areour health& safteyreps?What canyou do fora Non-CX?Credit cards.What do weneed todisclose toCX?When doyoucompletea LCTR?Personalaccountchange? Whatdo we need togive to CX?How doyousubmit aUTR?How do youexempt CXfrom TDmailing list?Release fromliability. Whendo we needCX to sign ?Hold funds policy?Accounts openedless than 90 days?under $1500?over $1500?USD ?Foreign?

AUDIT - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
B
2
G
3
G
4
O
5
O
6
I
7
N
8
O
9
I
10
I
11
N
12
I
13
N
14
I
15
N
16
B
17
B
18
G
19
B
20
O
21
B
22
G
23
G
24
O
  1. B-What would you do if the CX requested all personal information? What procedure do we follow?
  2. G-If locked in the vault, how do you get yourself out? What procedure would you follow?
  3. G-How many panic alarms do we have? Where are they located?
  4. O-What is covered by CDIC?
  5. O-What is the procedure for a duress alarm? When do you use it and how ?
  6. I-What are the most important sections do you need to read out to the CX after replacing an access card?
  7. N-Can you cash a cheque for a non-CX? If yes, what kind of cheque can you cash and what procedure would you follow?
  8. O-What is the procedure of doing a CVS on CX account?
  9. I-When do you give a CX a letter of refusal?
  10. I-Where is the red emergency book located?
  11. N-TD Insurance? Where do we display information?
  12. I-When answering branch main phone line, CX ask for information on acct. What procedure do you follow?
  13. N-If wire payment instructions were received via FAX can we do the following request?
  14. I-Negotiatinga USD cheque drawn on CAD bank. How many days is the hold period?
  15. N-CX Complaints how would you resolve them?
  16. B-Who are our health & saftey reps?
  17. B-What can you do for a Non-CX?
  18. G-Credit cards. What do we need to disclose to CX?
  19. B-When do you complete a LCTR?
  20. O-Personal account change? What do we need to give to CX?
  21. B-How do you submit a UTR?
  22. G-How do you exempt CX from TD mailing list?
  23. G-Release from liability. When do we need CX to sign ?
  24. O-Hold funds policy? Accounts opened less than 90 days? under $1500? over $1500? USD ? Foreign?