Tools
Features
Mind Your Own Business!
Identified The Need
(Respond to the Customer)
Just For Fun
100

The one stop shop located in Retail One for credit card resources, including contacts, reporting, huddles, and more

What is the credit card toolbox

100

Help your customer save money with this FLEXible feature offering 0% APR for 18 billing cycles

What is the balance transfer feature

100

The current Business Solutions special cash back offer

Earn up to a $250 statement credit when you spend $1,500 within the first 90 days after account opening.

100

Your customer appears to be utilizing a debit card for much of their day to day spending...

Discuss safety and reward opportunities

100

Matt has 2 dogs, including a Great Pyrenees named Charlie and a Mini Dachshund name Paisley...He also has some of these scampering around the back yard

What are chickens, ducks, and turkeys

200

Overcome Customer objections or concerns, particularly those related to credit score impact with this helpful tool

What is the Credit Card prequal tool

200

Pad your customer's pocket with this special bonus offer when they take advantage of a TD Cash credit card

What is $200 Cash Back when you spend $1,000 within the first 90 days after account opening. 

200

The current Business Solutions special purchase offer

0% introductory APR for eligible purchases for first 12 billing cycles after account opening.

200

Your customer just turned 18 and is opening their first bank account! You've already addressed their initial need.

Discuss establishing credit

200

Nicole loves helping Greater Maine WIN operationally. But when she's home, she's spending much of her time planning for this event, scheduled for October 25th

Getting married!

300

Find out how much money you could save your customer by transferring your existing CC balance to a TD CC with this helpful tool

What is the balance transfer calculator

300

Travel with confidence, earn rewards, and take advantage of this customer favorite perk of the TD First Class credit card

What is no foreign transaction fee

300

The various servicing features that you can access to help manage your Business Solutions credit card on our mobile app

  • View current available balance.
  • Make a payments
  • Access 24 months of statements.
  • Turn off paper statements.
  • Manage account alerts.
  • Lock / unlock their credit card.
  • Order a replacement credit card.
  • Add an authorized user.
  • Update their personal information.
300

Your customer came in for a new debit card and mentioned this is the 2nd time in 6 months that their debit card was compromised.

Empathize and discuss safety and reward opportunities

300

Gabe loves supporting Greater Maine with Money Out...But during his free time you may fund him having fun with these favorite hobbies...

Woodworking, playing golf, video game

400

This amazing tool allows you to review and report each team member's individual CC app goal, current approvals, and apps remaining to meet goal

The Credit Card accountability tracker

400

Choose to earn 3% and 2% from these 5 spend categories when you open a TD Cash credit card

  • Dining
  • Entertainment
  • Gas
  • Grocery
  • Travel
400

The amount of time Business Solutions users have before their rewards expire

Unlimited rewards with flexible redemption options that don’t expire as long as your account remains open and in good standing

400

Your customer has a payment history of $200 to Capital One for the past two months

Discuss saving money with our balance transfer feature

400

Freeport is home to some iconic destinations...LL Bean, Wolfe's Neck State Park, and also this dining spot...a favorite of Nicole!

What is Tuscan Bistro

500

The easiest place to find your individual team members CC applications and approvals all in one spot!

What is the Bankcard Retail Sales Dashboard (located in the CC toolbox) - May wanna write that one down!

500

Utilize our TD Secure credit card to help establish credit. Graduation is generally dependent on these steps...

Graduation will depend on, among other things, how the Customer uses their Credit Card Account, whether the Customer establishes a responsible payment history on the Credit Card Account, and whether the Customer responsibly manages other credit with TD Bank and/or other creditors.

500

The amount of card users that can be added to a Business Solutions CC account

What is up to 24 users in addition to the primary

500

Your customer approached the teller line to order foreign currency

Discuss our First Class travel card and benefits

500

Gabe will be having some family fun this Halloween, joining his son and dressing up as these two J.K. Rowling characters...

Who are Harry Potter and Hagrid

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