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

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