TS2 Training Day 2

A

100

What screen would you use?

A customer wants to decrease their TD credit card limit.

MMCL

200

What can be found on IACT?

Current transactions

300

What screen can I use to perform a balance transfer?

RBAL

400

What is the balance transfer fee?

$5 or 3%, whichever is greater

500

How can I review the customers statement?

3 different places

IAPS

TCS: Add task Statements, Card tab

B

100

What screen would you use?

Customer would like to change their due date (billing cycle) on their TD Credit Card.

MAGI

200

What can be found on IAPS? At least two things.

Transactions on the statement, APR, New Stmt Bal, Due date, Cycle date

300

How many fees can a customer have waived in a 12 month period?

2

400

Can a customer request an authorization removal?

No, only the merchant

500

What information must the customer provide to process  a balance transfer?

• Payee Name (Creditor) 
• Card Name (a person to whom     money is paid or is to be paid)
• Address 1 (Street Address) 
• Address 2 ( If applicable Apt, Suite or Unit Number) 
• Enter City 
• Enter State (i.e. GA, SC, NC,     etc.)
• Enter Zip code 
• Country (i.e. USA, CAN)

C

100

What screen would you use?

A Customer's account requires a payment hold removal.

ICAU

200

This card watch does not affect card usage...

CW34

300

What screen will show an extended view of the pending transaction (authorization)

IIAU

400

How many checks are mailed when a customer requests convenience checks?

3

500

How can I calculate the APR?

Current Prime Rate + DGRP BNRV0599 A RET BNR VARI P + 5.99 =   APR

Example: 4.75% + 5.99% = 10.74%

D

100

What screen would you use?

A Customer requests a fee or interest waiver on their account.

WCSA

200

What maintenance can be performed on the MACC screen?

Maintain Convenience Checks

300

Where can I go to find info about the prime rate?

Retail One or the One Note

400

What screens can I view the APR on?

WAGN, IATD and IAPS

500

How can we remove a payment hold?

From a TD checking/savings. 

Verify in ovation first

Step 1: Navigate to ICAU

Step 2: Tab to specific transaction 

Step 3: Input the letter " V " next to the transaction then Press Enter to release the payment hold (TPAY) 

E

100

What screen would you use?

Accounts with merchant credits or overpayments by check may have a credit balance. A Customer wants the credit balance from their account returned. 

RCBR

200

ITCH

Inquire Transaction Category History

300

What screen should you use to see the account credit limit history?

ICLH

400

Where should I go to update the cycle date?

TCS but can be done in TS2.

500

How can I review the balance transfer promo on the account?

WAGN, MAGI, IACD, IAED (the notes), Promo code excel sheet