BCP
What do you do if a customer wants to elevate a concern on their own? (without your assistance)
Provide with the do you have a complaint pamphlet.
What is the total potential value for a new to Canada banking package?
1845
Where can you find your progress in your current role and readiness for next role?
Confidence Journey
How much can you potentially earn with a new to bank registered investment plan? (ICAP)
$350
Where can you find information on tax receipts distribution.
Bweb
For TD Canada Trust Customers cashing a federal government cheque, when can we hold funds and what must be provide to the customer?
1) the cheque is over 1750
2) the cheque appears to be altered (payee and date fields, amount and quality of the item.
Can you combine the student line of credit offer for amazon gift cards with the confident banking program student offer?
yes
Do you get employee pricing on home financing and administration fees?
Yes
What are the 3 registered plans that you can contribute a minimum of 5000 to by January 31, 2024 as part of the ICAP offer?
TFSA
FHSA
RRSP
Where can you refer clients to find their individual contributions limits?
Canada Revenue Agency
What is prohibited banking conduct?
1)Communicating or providing false of misleading information
2)Taking advantage of the client
3) Applying pressure on or coerce (force) a customer into a product. (such as forcing to you buy a product as a condition to obtaining another one)
On the New to Bank offer, what is the minimum amount to you must put into a savings account from an ofi to earn back cash and what is the minimum amount of days you must maintain the balance for?
2500
90 days (months)
What is TD Perkopolis?
Discounted events, attractions, hotels, technology, wellness, home services and apparel offered to td employees.
what is the Cash award for opening a new direct investing account using promo code INVESTNOW and transferring 5000 by April 30th and maintain until June 30th?
300
bonus 50 available with additional conditions
What is the TFSA 2024 contribution limit and what is the maximum an individual potential has?
7000
95 000
When Accepting a credit card pre-approval what verbal disclosures must be provide to the client and what do you say after to confirm the client wishes to proceed?
. all interest rates
. Dates of interest accues/grace period
. All non-interst fees
. minimum payment requirements
(aerpolan additional privacy terms)
(emerald specific rate and information)
"Do you consent to us providing you with ( credit card) on the terms we have disclosed to you?
To earn 350 with the New to Bank offer, 2 at least activities must be completed with the new account what are all 3 possible activites?
1) Set up a regular direct deposit that happens at least monthly by March 31.
2) Bay a pill on line though easy web or the app of 50 dollars or greater bye march 31
20 Set up a pre-authorized debit that occurs at least monthly for greater than 50 by March 31.
Where can employees provide feedback to simplify the lives of our customers and collegues
ID8
Now until February 29th you can receive up to 4000 in cash for a mortgage. Is this available to new purchases, refinances or switches?
All of the above
What is the FTHB contribution and life time maximum
8000 annually
40 000 max
Access to funds requirements stipulate that you must make the first $100 available on all cheques however under which circumstances would it not apply. (min 3 of 6)
1) the account has been opened for less than 90 days.
2) the cheque is double endorsed
3) the cheque is stale dated
4) the cheque is not issued in Canadian dollars
5) the cheque is drawn on an institution outside of Canada
6) You have reasonable grounds to believe the cheque is being deposited for fraudulent purposes. (this can include a sudden increase in the number of cheques negotiated)
What do you need to bring with you to a New to Canada appointment?
1. Proof of your status through your: Permanent Resident Card, or Confirmation of permanent residence (e.g. IMM Form 5292), or Temporary Permit (e.g. IMM Form 1442, 1208, 1102) 2.
1 of the following pieces of personal identification: Valid passport Canadian driver’s license Government of Canada identification card Other identification documents may be acceptable or required.
How much can you contribute to the employee ownership plan, and how much will td match?
10% of eligible earnings
100% on first 250
50% on amount over 250
What is the current bonus points offer on TD Aeroplan Business Visa Card and TD Business Travel Visa Card?
65000 ($1850)
175000 ($1240)
How is the yearly RRSP contribution calculated and were can you find your individual limit?
18% of pervious years earned income minus pension adjustments
Notice of Assessment (NOA) issued by Canada revenue agency (CRA)