Deepen Relationship
LEI
Zelle
100

TD Business Solutions Credit Card earns unlimited XX% Cash Back on qualifying purchases.

2%

100

Please define our 'H.E.A.T' model 

Hear, Empathize, Apologize and Take Action 


100

How many active contacts can a customer have for zelle? 


 Personal 100 & Business 200

200

How much is TD Business Solutions Credit Card annual fee?

There is NO ANNUAL FEE!

200

What are limits for sending money for SBB?

  • $2,500 daily
  • $10,000 monthly
300

New Business Solutions clients can earn a $XX credit after spending $3,000 in the first 90 days.

 $400

300

What tokens can a customer send a Zelle payment to?

Email, phone or Zelle tag

400

What is the annual processing limit for businesses using TD Online Accounting? A.$100k, B. $150k, C.$250k or D. $500k?

Answer: B. $150,000

400

What are the 5 LEI attributes that we are scored on?

Was knowledgeable, communicated clearly, understood your needs, went beyond your initial need and ease to complete request 

400

How many zelle transactions can a customer send?

  • Clients can send no more than 15 transactions per day
  • Clients can send no more than 30 transactions in a 30-day period
  • The 30-day limit includes activity within the last 30 days, including today
500

What is the referral value of  TD SBB Credit Card?

900 SR points 

500

What should we do if you see a Double Hold – meaning that there is something in the 'Suspended' field AND the 'Hold Status'

If there are no instructions or SMs that indicate otherwise, then we can send a smartform for the customer. Step up IS required in this case. If they cannot pass step up, then please refer to the branch for the branch to send a smartform

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