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

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