Which screen is used to find recent transactions not yet posted on a statement?
ICAU
Which screen is used to find customer comments?
MCOM
What is LEI?
Legendary Experience Index.
What does SBAC stand for?
Small Business Advice Center
What is the number of days an address can't be changed in order to send a credit card to the home address of a business owner?
Which screen is used to find the tracking number of a credit cards sent?
IAED
Which screen is used to find customer's personal information
CIF MCIF
How many promoters are needed to make up for a detractor?
How many departments are inside of SBAC?
5
What is the green bold to read when sending out an OTP to a customer with a translator on the line?
To confirm your identity, I would like to send you a one-time passcode to a phone number on your online profile. Do not share this code with anyone except the TD agent assisting you. We will never call you for this code. Standard messaging rates may apply.
Which screen is used to cancel a credit card request?
RCRD
Which screen is used to find the ownership percentage of a company?
CIF EOAD
What is a closing statement?
What are the 4 credit cards TD provides?
1. TD Business Travel Visa Card
2. TD Aeroplan Visa Business Card
3. TD Business Cash Back Visa Card
4. TD Business Select Rate Visa* Card
Name the procedure used to change an account plan?
Core - Change Account Plan (Business)
Which screen is used to find when a credit limit was increased?
ICLH
Which screen is used to find the number of transactions a customer has made?
CIF MENU H Option 7
What is the percentage of LEI in your end of year bonus?
To be filled.
Name the procedure used to transfer the personal limit to the business
Credit Card - Transfer a Personal Credit Card to a New TD Business Credit Card
Which screen is used to find an aeroplan number of a credit card?
IAHR
Which screen is used to find previous changes done on host.
CIF EJNL.
Give an example of a complete LEI statement?
Great job!
What is the maximum unsecured credit TD is willing to give small business customers?
$ 50,000
Name the procedure to investigate a duplicate cheque
Core - Lost/Stolen Cheques or Cheque Dispute