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