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

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