Personalaccountchange? Whatdo we need togive to CX?How doyousubmit aUTR?If wire paymentinstructionswere receivedvia FAX can wedo the followingrequest?CXComplaintshow wouldyou resolvethem?Release fromliability. Whendo we needCX to sign ?Negotiatinga USDcheque drawn onCAD bank. Howmany days is thehold period?What iscoveredby CDIC?TDInsurance?Where do wedisplayinformation?Can you cash acheque for a non-CX? If yes, whatkind of chequecan you cash andwhat procedurewould you follow?When doyoucompletea LCTR?What canyou do fora Non-CX?How do youexempt CXfrom TDmailing list?When doyou give aCX a letterof refusal?Who areour health& safteyreps?What are the mostimportant sectionsdo you need toread out to the CXafter replacing anaccess card?Where is theredemergencybooklocated?What is theprocedure for aduress alarm?When do youuse it and how?Credit cards.What do weneed todisclose toCX?What is theprocedure ofdoing a CVSon CXaccount?What would youdo if the CXrequested allpersonalinformation? Whatprocedure do wefollow?Hold funds policy?Accounts openedless than 90 days?under $1500?over $1500?USD ?Foreign?How manypanic alarmsdo we have?Where arethey located?If locked in thevault, how do youget yourself out?What procedurewould you follow?When answeringbranch main phoneline, CX ask forinformation on acct.What procedure doyou follow?Personalaccountchange? Whatdo we need togive to CX?How doyousubmit aUTR?If wire paymentinstructionswere receivedvia FAX can wedo the followingrequest?CXComplaintshow wouldyou resolvethem?Release fromliability. Whendo we needCX to sign ?Negotiatinga USDcheque drawn onCAD bank. Howmany days is thehold period?What iscoveredby CDIC?TDInsurance?Where do wedisplayinformation?Can you cash acheque for a non-CX? If yes, whatkind of chequecan you cash andwhat procedurewould you follow?When doyoucompletea LCTR?What canyou do fora Non-CX?How do youexempt CXfrom TDmailing list?When doyou give aCX a letterof refusal?Who areour health& safteyreps?What are the mostimportant sectionsdo you need toread out to the CXafter replacing anaccess card?Where is theredemergencybooklocated?What is theprocedure for aduress alarm?When do youuse it and how?Credit cards.What do weneed todisclose toCX?What is theprocedure ofdoing a CVSon CXaccount?What would youdo if the CXrequested allpersonalinformation? Whatprocedure do wefollow?Hold funds policy?Accounts openedless than 90 days?under $1500?over $1500?USD ?Foreign?How manypanic alarmsdo we have?Where arethey located?If locked in thevault, how do youget yourself out?What procedurewould you follow?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
B
3
N
4
N
5
G
6
I
7
O
8
N
9
N
10
B
11
B
12
G
13
I
14
B
15
I
16
I
17
O
18
G
19
O
20
B
21
O
22
G
23
G
24
I
  1. O-Personal account change? What do we need to give to CX?
  2. B-How do you submit a UTR?
  3. N-If wire payment instructions were received via FAX can we do the following request?
  4. N-CX Complaints how would you resolve them?
  5. G-Release from liability. When do we need CX to sign ?
  6. I-Negotiatinga USD cheque drawn on CAD bank. How many days is the hold period?
  7. O-What is covered by CDIC?
  8. N-TD Insurance? Where do we display information?
  9. 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?
  10. B-When do you complete a LCTR?
  11. B-What can you do for a Non-CX?
  12. G-How do you exempt CX from TD mailing list?
  13. I-When do you give a CX a letter of refusal?
  14. B-Who are our health & saftey reps?
  15. I-What are the most important sections do you need to read out to the CX after replacing an access card?
  16. I-Where is the red emergency book located?
  17. O-What is the procedure for a duress alarm? When do you use it and how ?
  18. G-Credit cards. What do we need to disclose to CX?
  19. O-What is the procedure of doing a CVS on CX account?
  20. B-What would you do if the CX requested all personal information? What procedure do we follow?
  21. O-Hold funds policy? Accounts opened less than 90 days? under $1500? over $1500? USD ? Foreign?
  22. G-How many panic alarms do we have? Where are they located?
  23. G-If locked in the vault, how do you get yourself out? What procedure would you follow?
  24. I-When answering branch main phone line, CX ask for information on acct. What procedure do you follow?