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