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

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