BCP/RSC
Secured Room Drawer Limits. What are they?
$18,315 CAD (99 of each bill)
2,000 GBP and EUR
5000 USD
10,000 MXN
Unlimited Mutilated
How much cash back do you get with the Cashback Visa card and Cashback Visa Infinite card?
Cashback: 1% for gas and grocery purchases, 0.5% for everything else.
Cashback Infinite: 2% for gas and grocery purchases, 1% for everything else.
A customer wants to get a new access card sent to them. What submenu do you use?
CARS, MPRO, MACT, MSTAT, TACS
MPRO
A customer comes in and PIN verifies with a card that is obviously not theirs, what do you do?
Do not serve them and leave a comment on the card-holders profile identifying the person who was attempting to use the card.
You finish your shift before close. What do you do before you leave?
Batch your cheques
Before depositing for a business what must be done.
Customer profile look up
What free credit card has the lowest interest rate?
Emerald
A Customer wants to pay their loan. Where do you go?
CCS PAYT
A Customer withdraws $10,000. What must you do before they leave?
Get them to sign and initial a LTR and give them a copy.
What 5 things must you do to certify a cheque?
Certified Stamp (Top left corner)
A supervisor's and your initial (on the certified stamp)
Just above the account number copy it.
Internal account number sticker over the cheque's account number.
1 DO NOT DESTROY stamp on front, 2 on back.
What 7 things can we do for a non customer?
Cash government cheque (Max $1750)
Cash and coin exchange $2999
Foreign exchange $2999
Sale of commemorative coins $2999
Bill and OFI payments $2999
Deposit to TD bank account $9999
Payments to TD credit cards and other TD credit products $9999
What current promotion is going on for new to Canada customers opening their first chequing account?
12 months free Unlimited chequing account.
12 months free amazon prime account
$300 dollar Amazon gift card
Bonus: How much can they earn in amazon gift cards for meeting additional qualifiers?
How do you check signing authorities for a business?
(With the account selected)
CIF EOAD
A customer approaches you complaining that their card isn't working correctly. You see fraud alerts on the profile and the card is set to deposit only.
What do you do first?
Fully identify the customer with 2 pieces of ID BEFORE telling them that fraud has blocked their card. Then call fraud and get the issue sorted.
Where are all the fire extinguishers located?
- 1 by each printer
- Vault
- Break room
- Secure Room
- Prayer Room
- ATM room
What does a cheque need to qualify for CVS
Must be issued from a business
Must be over $10,000
What is the monthly fee and transaction fee cost for both US Borderless and US Daily interest savings accounts
Daily Interest: No monthly Fee, $1.25 US per transaction.
Borderless: $4.95 or $1.95 (with All-Inclusive) US monthly with no transaction fees.
A customer no longer wishes to receive any marketing mail from td. Where do you go to change that
CIF MCCP
A customer comes in complaining that their student account changed to the Unlimited and they are getting charged fees. They've never been reimbursed any fees before. What should you do?
Reverse 1 month of fees, leave a comment on their profile saying that you did.
Lodge a complaint in relationship builder and confirm with the customer how they would like to receive acknowledgement of their complaint.
Which GL do mortgage payments and go through?
475
List 6 Reasons to reject $100 of a cheque
The account has been opened for less than 90 days
The cheque is double endorsed.
The cheque is stale dated.
The cheque is not issued in Canadian dollars.
The cheques is drawn on an institution outside of Canada.
Give them a letter of refusal, if they don't want it, mail it to them.
What is the current interest rate for the everyday savings account, high interest savings, and E-Premium account
Everyday: 0.01
High Interest: 0.05
E-Premium: 1.25 (over 10k)
A customer wants to know when they made payments to their Mortgage and how much interest they paid.
Where do you find that?
Bring up their mortgage and select 5
You upgraded a clients chequing account to All-Inclusive and upgraded their credit card as it will now be free.
What credit card form must you submit so they are not charged a annual fee?
FORM 581408 - SERVICE PLAN MAINTENANCE FORM
What acceptable ID's can a customer use to open an account? Name 6/8.
Drivers License
Passport (CAD or US)
Certificate of Indian status
DND Military card
Permanent or temporary resident
Provincial Government Photo ID Card
Canadian citizenship card
Canadian firearm license
BC and PQ health card