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

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