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

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