Customer Experience
What is the LEI goal?
82.25%
What is the monthly maintenance fee for the TD Complete Checking?
$15
When must teller work be shredded?
On the 16th of the following month.
How much can a customer earn by using our $hare the Green Referral Program and what is the maximum a customer can earn?
$50 each qualifying referral. Customer can earn up to $500 a year
On what days, do we wear Purple and Green?
Thursday and Friday
Who has access to TD CxVoices?
TD CxVoices is available to all Store Leadership and People Managers
What is the annual fee for the TD Cash Secured Card?
$29
When is the Northstar Audit due?
By the 10th day of the last month of the quarter.
What do Store Employees earn for qualified TD Wealth Referrals?
Qualified TD Wealth Referrals in 2024 will earn Store Employees $30
What does FPOC stand for?
First Point of Contact
How do you correctly quote deposit rates?
You must quote the APY by first saying the words "Annual Percentage Yield" and always quote rates to two (2) decimal places!
What information do we need to collect from a non-customer when depositing cash into a TD account?
Must collect their ID, SSN and occupation of the account owner (if known)
What activity is needed to qualify an account for the $hare the Green Program?
The new Customer opens any personal checking account and either receives a direct deposit of $250 or more OR completes 15 debit card purchases within the first 60 days of account opening.
What makes up the TD Framework?
Think like a customer, Own, Execute, Innovate, and Develop
How can a customer earn the relationship rate bump on the Signature Savings account?
To earn the relationship rate bump account must be linked to an eligible account with at least three Customer-initiated deposit, withdrawal, transfer or payment transactions posted each calendar month OR an account with a direct deposit each calendar month.
When must a teller sell down their cash box to have only coin and GPS money?
All cash drawers that are not utilized for more than ten consecutive days must be sold down loose coin and, if applicable, Dye Pack/GPS money/Step Back money
What are the 4 Attributes that help us create Exceptional Experiences that turn our customers into FANs and affect the way our customers take the LEI survey?
The 4 Attributes are: Understood your needs, Communicated Clearly, Was knowledgeable, and Went beyond your initial need
How can a customer waive the monthly maintenance fee on the TD Business Premier Checking account?
Customers can waive the maintenance fee by meeting one of the following requirements: maintain a combined minimum daily balance of $40,000 in a business or personal checking account, Active TC Merchant Solutions or TD Digital Express, TD Small Business Loan
What are the cash box limits for stores with TCR's and stores without TCR's?
Stores with no TCR's have a limit of $8000 - $3000 top drawer and $5000 in the bottom drawer.
Stores with TCR's have a cash box limit of $2000 if the cash box is attached to a TCR. Other boxes not attached to a TCR have a limit of $5000 - $2000 top drawer/$3000 bottom drawer