Resources & Applications
Use this procedure to provide customer with our 'Bank by Mail' Address
Core - Making Accounts Deposits
If a customer's account and routing is compromised, they goto this two-worded department
Fraud Resolution
Your TM has been at TD for how many years?
Once your PTO is approved, enter it in here
Workday
Retail Stores call this Contact Center Department when they need help opening an account, troubleshooting customer issues among other things
Wow Support or as Branch representatives know them as: Retail Store Support
Activating Apple or Google pay uses this application
Visa Online
When a customer owes us money
Collections/Recovery
Before coming to TD, I worked as a...
Chef
Review discounts, health benefits, 401(k) information and other things here
TD Total Rewards
This type of card is one that a branch cannot instant issue, and must be mailed
ATM Card
Once a customer changes into this account product, they cannot change into another
TD Essential Banking Checking account
This team can track incoming wires, and ACH Transactions
Payment Operations Service Team (POST)
My dog's name is...Bonus points if you guess her breed
Brulee - also known as Bru;
And she's a Corgi
Hanging up on customers, not saying our greeting and transferring customers to incorrect departments deliberately are examples of
Call Avoidance
This page in Retail One provides a customer all the information they need to gain access to an account that they may be named Beneficiary, Personal Representative or Executor
Death of a Customer
In CMSE, this section shows us how much a customer has spent for the day
Usage Statistics
This team takes Credit Card Applications
New Account Opening
Name one of the many sports teams I'm a fan of...
Acceptable Responses: Boston Celtics, Boston Bruins, New England Patriots, Clemson Tigers or UCLA Bruins
This is the amount of Statutory Holiday's that are recognized under TD US AMCB
10
This account type is still offered for our Business customers, but has since been grandfathered for our Personal customers. It's interest bearing and has check writing capabilities.
Money Market
These two types of transactions are not required to be posted when we dispute them
ACH Transactions and TD ATM Non-Fraud Error Transactions
Dependent on State Law, after 3 or 5 years, customer's accounts go here
Abandoned Property
During our meetings, you often see me drinking this, which often comes in different flavors. Be specific!
Seltzer Water
If you meet the eligibility for Paid Parental Leave, how much time is granted?
16 weeks or 4 months
This type of Checking and Savings account cannot be opened by a branch representative. Instead, a branch representative must refer the customer to a Centralized Client Service Associate for review.
TD Private Tiered (Checking and Savings) Account