AUTHORIZED USER (AU)
REQUEST TO ADD AN AUTHORIZED USER MUST COME FROM?
PRIMARY C/H OR CIBC BANKING CENTRE ON THEIR BEHALF
How long does it for BT to process if its done online?
2-4 weeks
WHICH INSURANCE COVERAGE TAKES EFFECT IMMEDIATELY AFTER A PRODUCT CHANGE?
TRAVEL MEDICAL INSURANCE
WHAT IS THE TRIAD CREDIT LIMIT INCREASE DISCLOSURE?
"DO YOU CONSENT TO THE CREDIT LIMIT INCREASE OFFER?"
TRUE OR FALSE:
IF MY STATEMENT IS PRINTED WITH A CREDIT BALANCE, THEN MY MINIMUM PAYMENT IS $10
FALSE.
WHAT IS THE MINIMUM AGE REQUIREMENT FOR AUTHORIZED USERS?
AGE: 13
WHEN CAN A BALANCE TRANSFER BE CANCELLED?
A BALANCE TRANSFER CAN ONLY BE CANCELLED ON THE SAME DAY IT'S REQUESTED AND BEFORE IT'S PROCESSED.
How much welcome bonus does the client receive if they switch over to the Aventura Infinite Privilege?
No welcome bonus is given, they receive 50,000 points after they spend $3000 over the next 4 monthly statements
A TRIAD CLI OFFER CAN ONLY BE ACCEPTED BY:
- PRIMARY C/H
- CIBC BANKING CENTRE REP
- FINANCIAL ADVISOR FROM WOOD GUNDY ACTING ON BEHALF OF PRIMARY C/H
TYPES OF AVENTURA CREDIT CARDS AND THEIR RESPECTIVE ANNUALS FEES?
AVENTURA VISA: $0
US DOLLAR AVENTURA: $35
AVENTURA GOLD VISA: $120
AVENTURA VISA INFINITE: $120
AVENTURA VISA INFINITE PRIVILEGE: $499
As part of the anti–money laundering (AML) regulations, what mandatory information needs to be to be captured on the account for the authorized user.
Full legal name
Address
Date of birth
Home telephone number
NAME 3 WAYS TO FIND A POSTED BALANCE TRANSFER EXPIRATION DATE?
-STATEMENT MESSAGE CENTRE
- LOCATE SOURCE ID IN TXN REFERENCE # or IAED
- TS2 'ITCH' SCREEN
FOR DIVIDEND PLATINUM AND DIVIDEND VISA INFINITE GM OFFERS:
FILL IN THE BLANK:
CLIENTS CAN EARN __% CASH BACK ON THEIR FIRST $_____ IN CREDIT CARD PURCHASES DURING THEIR FIRST 4 MONTHLY STATEMENT PERIODS. (MAX $____ CASH BACK)
CLIENTS CAN EARN 10% CASH BACK ON THEIR FIRST $2,000 IN CREDIT CARD PURCHASES DURING THEIR FIRST 4 MONTHLY STATEMENT PERIODS. (MAX $200 CASH BACK)
WHAT IS THE TOLERANCE LIMIT THAT CAN BE APPLIED ON TOP OF TRIAD CLI OFFERS?
$500
TYPES OF AEROGOLD CREDIT CARDS AND THEIR RESPECTIVE ANNUALS FEES?
AERO PLATINUM VISA: $39
AEROGOLD VISA INFINITE: $120
AEROGOLD VISA INFINITE PRIVILEGE: $399
Primary wants to give AU account level access, what TS2 screen would you have to go to
MCCD with AU card#
After completing a BT on TS2, What would be the memo type?
(Tracking: BTSF; Type: CS)
"I'm looking to switch to the Aventura Infinite Privilege and I have the smart plus account, how much would my rebate be."
only get $120 off the annual fee
What is the following specialty program codes?
0013586
0013587
Foreign worker program
International student program
TYPES OF DIVIDEND CREDIT CARDS AND THEIR RESPECTIVE ANNUALS FEES?
REGULAR DIVIDEND: $0
DIVIDEND PLATINUM: $99
DIVIDEND VISA INFINITE: $99
HOW MANY AUTHORIZED USERS CAN BE ADDED TO THE AEROGOLD and Aventura VISA INFINITE PRIVILEGE CARD? AND WHAT IS THE ANNUAL FEE FOR THE AUTHORIZED USER?
9 AUTHORIZED USERS. $99 AFEE FOR AU.
Which queue do we send a referral to if a BT needs to be re-posted and what has to be included in the referral
PROMOAPRE
Date, amount, type of transaction (BT or CCQ), treatment ID and merchant name
Tim Hortons Double Double visa will be migrating over to the Dividend visa how much cash back(the %) would the client receive if their segment was 4D,
please specify the purchase limit and till what date would they be able to use this offer
2% cashback on all purchases up to $5000 till April 30 2020
How do you exclude an account from automatic CLIs
on MTAS type 300 in the CFC EXL field
What is the staff rate for employees for the Aventura Infinite Privilege? The annual fee and interest rate?
$250 and the interest rate would be 10.50 for purchases and cash 10.75%