WorksheetsTDCS Random Knowledge
Total questions: 9
Worksheet time: 6mins
When authenticating a customer's name all of the following MUST be obtained if applicable EXCEPT
Second/Final last name if multiple are present without a hyphen. (ex. John Henry Doe Smith)
Academic credentials (Ph.D., Ed.D., or MD)
Full legal name as it appears on the account
All hyphenated last names (ex. John Doe-Smith)
In order to assist with "high-risk" requests what type of additional authentication must be performed?
(a)
If a customer's savings account works as a security deposit that is held as collateral they have a (a) credit card.
To receive the most accurate information about how their credit card rewards work a customer should refer to
TDBank.com
Their friends
Terms and Conditions / Credit Card Agreement
TD.com
If there are no co-applicants a customer can have up to how many authorized signers?
2
5
24
23
To successfully end a call in the TCS system you should always remember to do what?
Select "Get Current Interaction"
Write a detailed note on the account about the interaction
Select the "X" next to the customer's name to close the profile
Select "Wrap Up"
Authorized Signers are given 50% of the Primary Applicant's credit limit and are responsible for their payments
TRUE
FALSE
When paid with a TD Credit Card: Traveler's checks, Foreign currency, Money orders, and Wire transfers are just a few types of transactions that TD acknowledges as what?
Not allowed
Cash Advances
Stealing
Fraud
Which of the following tasks are you NOT able to do under the "Add Task" button in TCS?
Disputes
Request a PIN
Request Statements
Report a Card Lost/Stolen
