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