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

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