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

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