Previous Statements Screen
IAPS
What screens do we look at before authenticating a POA?
CIF MCOM and CIF EASN
Account Alerts & General Comments
CIF MCOM
What is the procedure I use when I need to verify my customer?
Credit Card - Authentication Procedure
Customer asks how they can see all their aeroplan points
Contact aeroplan.
ICAU
Our customer wants to give the phone to his son to speak with us about the account. What do we need to do before the phone is handed over to the son?
Read the "Third Party Permission" disclosure under "Speaking to Multiple Parties During a Call" procedure
Where do we maintain customer's personal information (ie address, phone number etc)
CIF MCIF
Customer has a USD visa card and wants to know their PIN
Credit Card - PIN Maintenance
Customer called in because they blocked their pin on their CASH BACK visa. What do we do?
Refer to branch with 2 pieces of ID
or
go if they know their PIN can go to ATM
complete history of any maintenance on the account
IAED
Bonnie from Staples is calling in to do a merchant verification. What information(s) can you confirm with her?
She must ask at least 2 of the following information :
Name of the customer (or business name)
Address on file (can also be noted in pega)
Telephone number
Where can i find the Bank of Canada # for a branch
BIF ENQY
Customer calls in and is trying to make a purchase online but their card keeps getting declined. You determine there is a block on the card- what procedure should you follow?
Loss Prevention - Credit Card - Card Blocks: Fraud/No Fraud/Lost or Misplaced
How are the points calculated when we are redeeming our TD Travel Points through Book Your Way Travel?
$250 TD Points = $1 in Travel Value
ITCH
What are the Gateway steps for using the Easyline IVR to verify a customer?
SOFTPHONE -> IVR -> Enter the customer's Access Card number and hit OK. -> cx punches in phone code -> If successful IVR will say OK
Where do we go to revoke ATM access on a credit card ? *have to tell me the pathway
Gateway -> Borrowing -> VBAP-ATM Access on a Credit Card
Customer did not receive a new credit card with a new expiry date due to a SR status. What procedure do we follow to reissue a new card for them?
When do we go to the VBAP screen on HOST ?
To remove ATM access for a credit card during the lost and stolen procedure steps
Redemption History
IAHR
What are the four ways to high risk verify a Mobile Auth customer?
We use this HOST screen to add an additional cardholder to the visa
CIF COWN
What are the 4 essentials steps to check before you accept a credit limit increase for a customer?
1) High Risk
2) KYC
3) check CIF MCID
4) Read the blue bold consent
When removing a CW18 on MPTI, what status do we put instead? *BONUS 100 if you tell me how many days the new status goes on for
CW03 *3 days