Service Delivery
Product and Services
MISC
100

What is our LEI goal ?

67.80%
100

I assist customer with invoicing, payment acceptance, and can be used as financial tool. How am I?

TD Online Accounting including Tap to Pay

100

What are the names of the two new team managers of SBB ?

Persia Abdullah and Maria Serrano 

200

What is one of MIP promises? Please provide an example

Provide a Warm Welcome, Curious & Caring, Knowledgeable, Helpful, Advice and Thankful

200
How much is a merchant service referral is worth?

8,000 SR points

200

For zelle: What does IDV_NOT_STARTED means?

Means the customers has NOT started the process to have SMS sent. 

300

What does our HEAT model stand for?

Hear what your customer is saying

Empathize with your customer

Apologize for how your customer is feeling

Take Action with speed

300

Please list the four ways a customer can waive monthly maintenance fee for TD Business Premier Checking?

  • Active TD Merchant Solutions
  • Active TD Digital Express
  • TD Small Business Loan
  • Maintain $40,000 combined balances in your business deposits and one personal checking account
300

True or False: 30 days rolling limit is based on a Customer's account  

False. 30-transfer limit in the last rolling 30 days for a Zelle profile 

400

LEI Survey. What are the two questions the customer is asked?

1. How much do you agree that TD Bank delivered an exceptional experience?

2. If you have future financial needs, how likely are you to increase the amount of business you have with TD ? 

400

I was launched in October, customer use accounting software to help me work. I help provided a view of their business performance. Who am I?

TD Small Business Dashboard

400

When does phase two start for PTO planning? 

December 12, 2024 at 1p.m.

500
Aside from our LEI closing, what are the TWO behaviors we have been focusing on in the last few months?

Providing advice AND showing empathy 

500

What is the minimum amount a customer needs to open a business CD?

$5,000

500

What is the within minutes limit for zelle?

Up to 1,500! 

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