More?
Authentication
Product and procedures knowledge
100

CW18 on customer account. Can the cx still make POS/chip and pin purchase?

System generated; refers transactions except for CHIP-PIN, Tap and minor online transactions; suspicious activity

100

What can be done in addition to VOICEPRINT for exception high risk

Step-Up Authentication using PhoneCode or One-Time Passcode

100

What is CSO limit for TD points goodwill/Accelerator Rewards Grid?

10,000 points for TD rewards points

1-2500 - Aeroplan Points

200

Customer phone number is incorrect, they are not able to login to easy web. What’s your next step?

Two-Step Verification Reset

200

When and how do you read the third party disclosure?

When the third party comes on the phone, you must disclose that the call is being recorded before proceeding and it should be read verbatim 

200

Customer overpaid their account and is requesting the overpaid amount back. What procedure should be followed?

Refund Credit Balance

300

A Personal cardholder calling from Brazil requires a PIN for their Canadian TD Credit Card. How would you help?

Customer Out of Country (Contact Resource)

300

f the customer is VoicePrint authenticated and there's an MCOM stating 'CTI only- what should you do ?

The customer must successfully pass PhoneCode authentication in addition to VoicePrint

300

Which host screen shows the credit card ATM limit

ACS MPRO

400

Name  scenarios  where you can test a Card Authorization for cx

A merchant’s point of sale (POS) terminal is displaying a decline message and Credit Cards does not see a decline

The account has recently been activated or re-aged and the customer wants to ensure the card can be used

A status code has just been removed by a Specialist

400

If the customer verbally discloses their Phonecode- what is the next step?

  • Offer to reset it
  • If the customer does not want to reset their PhoneCode, lodge a 90 day G01 MCOM stating "customer aware EasyLine PhoneCode is compromised, declined reset"
400

What information is required to add Employee Pricing?

payroll number in the EMPLOYEE # field.

500

When can I update a customer's name? Name 2 scenarios

*Incorrect Salutation (ex: Mrs. / Mr. / Miss Etc.)
*Name is misspelled (ex: Jean is keyed in as Jaen, Tawnya is keyed in as Tonya Etc.)
*Customer’s given name is inverted (ex: Mark Edward is keyed in as Edward Mark- includes hyphenated names)

500

When Adeptra whispers:

The account number is (card number) we have Mr(s) Customer online

  • Customer did not authenticate

Do we require manual authentication?

Manual authentication is not required

500

Rakesha is 19, and just got her first credit card. know what she needs to do to avoid paying interest. What would you tell her?

Tell cx billing cycle date, eg. 4th of every month. There is 21 days grace free period. By paying your balance in full before statement due day you will avoid interest

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