Minimum Balances
TD Credit Cards
Fees
Customer Experience
Operations
100

This Personal Checking account has no minimum balance.

What is TD Simple Checking?

100

You can earn 2% back on every purchase with these two different credit cards.

What is TD Double Up & TD Business Solutions

100

Opting out of this feature will save you $3 per month.

What is paper statements?

100
A demo/sample for a convenient feature we provide at TD Bank.

What is penny checks?

100

Required for all Cash in and out over $3k

What is CTR?
200

This personal Checking requires $100 at all times.

What is TD Convenience Checking?

200

You can rotate your cash back categories every quarter with this TD Credit Card.

Bonus $100 - Name the 5 categories you can earn on.

What is TD Cash Card?

Dining, groceries, gas, entertainment, travel

200

TD Bank's Debit Card feature to allow transactions to go through without available funds.

Bonus $100 - how much is this fee?

What is TD Debit Card Advance?


*$35*

200

A tool we use to aid us in having better quality conversations with our customers.

What is Insights and Advice

200

Required for a withdrawal, or a PIN number change, or simply just to BUMP IT UP.

What is OTP/Failsafe?

300

This Personal Checking requires a $2500 minimum balance at all times.

What is TD Beyond Checking?

300

These two TD Credit Cards have an annual fee.

What is TD First Class, and TD Cash Secured.

300

You are charged 3% each time you swipe your debit card.

What is foreign transaction fees?

300

This is a feature we use to provide safety to our customer's, the bank, and ourselves. 

What is Chip and Pin?

300

Must be verified on a customers statement, and the source of funds, before issuing this item to a customer.

What is Certified Official Check?

400

This Personal Savings requires a $300 minimum balance.

What is TD Simple Savings?

400

This TD Credit Card has 0% APR for the first 18 Billing Cycles on balance transfers.

Bonus $200 - Name the two other key perks of this TD Credit Card.

What is TD Flex Pay?


Feature 1- Skip a payment once a year

Feature 2- Late fee refund for the first fee each year.

400

You are charged each month you do not meet the minimum balance requirements.


Bonus $300 - Name the account and maintenance fee amount for 3 of our TD Accounts.

What is Maintenance fees?

400

A way to leave your name, go run an errand, and hold your place in line.

What is Virtual Q?

400

Completing this is mandatory for any difference of $50 or more.

Bonus - $100 - Name entire process start to finish when this happens.

What is large difference checklist?


Checklist filled out $50 or more. 

Manager or Bump up verifies your drawer

Scan and email to LouAnn


Checklist filled out $500 or more, phone call to LouAnn, scan and email

500

This personal Savings account requires a $10,000 minimum balance.

What is TD Signature Savings?

500

You can choose your limit with this TD Credit Card.
Name the predictable Monthly fees/minimum payments for this credit card.

Bonus - $100 - Name one other key feature on this credit card.

What is TD Clear?

Monthly fees:
$10 - for $1000 limit - Minimum payment $45
$20 - for $2000 limit - Minimum payment $70

*No Foreign Transaction Fees*

500

It costs $30 and $50 to send this one time payment.

What is Domestic and International Wire?

500

This is a system we use to track our scores progress with real time customer surveys.

What is LEI? 

500

-Name our Robbery process from start to finish.
-Name our Dual Control Policy
-Name our opening procedures

Question can be split between two team members for $250 each

See Retail One

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