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

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