How well do you know your peers?
Name each general area in which our teammates reside
Greenville, SC, Auburn, ME, Mt. Laurel, NJ and Charlotte, NC
Metavante (CMSe)
Quote this rate: 12 Month TD Choice Promotional CD - Relationship APY: 5.00%
The annual percentage yield is five point zero zero percent
Offers free checks, money orders and paper statements.
TD 60 Plus Checking
True or False: We can close an active personal checking account with a balance of $86.47
True (found in the Close an Account procedure)
Name our newest teammates
Emma and Zamora
Where we send informational messages via SMS text
Relay application
The number of times VP can be reset when the VP status shows 'Failed'
Twice
Note: Failsafe (or ID Proofing for CBB) may not be used for VoicePrint failures.
Avoid the $15 MMF by maintaining a $10,000 minimum daily balance or linking an eligible TD Checking account
TD Signature Savings
True or False: To use Zelle and External Transfers, Customers must be 18 and over
True (found in Additional Information of the Enroll in Online Banking procedure)
Name the other two TMs in Wall'Den and our RO
Regis, Mindy and Harriett
Where do we find RC information for any employee
PANDs
Name three types of high risk transactions that require step-up authentication
OLB maintenance, debit card needs, update contact information
Account that does not charge any overdraft fees
Essential Banking
Protect our customers when faced with red flags or unusual behaviors
Stop PC Fraud or Suspected Phishing or Imposter Call
Name the Team Waller banker with the most TD experience
Tameka
System to process adjustments and research requests
PEGA
Each overdraft service has two names. Name them all.
A savings product that earns interest on a lump sum for a fixed period of time
CD (Certificate of Deposit)
30 seconds to answer! If the customer does not have a mobile phone number on file, they will receive a call from what number?
800-369-5582 (found in the Core - Fraud Text Alert procedure)
Name our three Q3 WOW recipients
Danya, K'Nasia and Polly
On which screen and in which system do you check to see if a number has been on file for at least 30 days
Fidelity/3270
IMIP/STIP
We are only allowed to call an existing customer back after the call unexpectedly disconnected when...
Your callback can be made within 5 minutes of the disconnection and the customer was successfully authenticated during the original call
A grandfathered savings product that allows customers to make regular contributions to save specifically for seasonal holiday expenses
Holiday Club
How can payments to safe deposit boxes be made
At any store, mailed in or automatic deduction from a TD account on their rental contract anniversary date (Look Up Safe Deposit Box)