Authentication
What are the two questions asked to authenticate a customer?
1. Full Date of Birth
2. Full Social Security Number
Balance Transfers may be requested by what three means?
1. Phone
2. Mobile/Website (Online Banking)
3. New Account Applications
What card status indicates the card is not activated?
CW
CV
ACT
CL
CV (CRV- CARD RECEIPT VERIFICATION)
What system do we use to complete Manual Enrollment?
Relationship Manager/RM
What site did we decommission recently?
TDCardServices
What system do we use as a higher form of Authentication?
Innovis
When a customer has a credit balance on the account for __ consecutive billing cycles, a check is automatically mailed to them.
What procedure do we use to remove an RM (Returned Mail) status from an account?
Update Customer Information
True or False
Most issues with the TD Bank Mobile App can be resolved by deleting and reinstalling it.
True
What do we use to accommodate our hearing-impaired customers?
Relay Service
This customer is exempt from Failsafe
Canadian Customers
What is the amount of fee waivers and interest fee waivers a customer has available in a rolling 12 months.
Their are two ways for a customer to acquire a PIN, what are they?
Request over the phone with a specialist and through the IVR.
Bonus: 300 points if you know the exact option to press for the pin option.
Ask leadership!
Which is the odd one out and why?
CW01
CW03
CW18
CW19
CW03, Its a good card watch that verifies the transaction with the three other CW's attached.
If a customers name is Michael White and while authenticating they say Mike White, do we fail the customer?
No, Common nicknames for first names are acceptable.
What is the minimum payment amount? and what is the Maximum payment amount?
Minimum 1 dollar and Maximum full balance plus 20 dollars.
Yes
Bluezone shows a message, "CUST DOES NOT EXIST ON HOME BANKING". What does this mean?
Customer is not enrolled in td.com
Power of Attorney becomes Null and Void
When the borrower passes away
During Failsafe, number comes back PHONE NOT VERIFIED, what is our next procedure?
Standalone
South Carolina
How many days does it take for a Marketing Preference to be updated?
30
What are the six pieces of information needed to add a Business CC to a customers OLB Profile.
CC#, Business Name, Customer Name, Current RM, New RM and TIN.
What is the name of the mascot appearing in my Teams Profile photo?
The Philly Phanatic