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

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