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

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