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Cheatography

WORK Cheat Sheet (DRAFT) by

This is a draft cheat sheet. It is a work in progress and is not finished yet.

6 Banking Benefits

Save Time
Save Money
Make Money
Conven­ience
Flexib­ility
Peace of Mind

HOST Screens

CS ADDRESS
CIF MCIF
ALT + O + I
ADDRESS CHANGE­/HI­STORY
CS EMPLOYMENT
CIF MEMP
ALT + O + Y
EMPLOYMENT CHANGE­/HI­STORY
ACCT OWNERSHIP
CIF COWN
ALT + O + W
JOINT ACCOUNT HOLDERS
CUSTOMER ID
CIF MCID
ALT + O + D
ID ON FILE
COMMENTS
CIF MCOM
ALT + O + M
MCOMS
STOP PYMNT
CPA LSTP
ALT + O + F
LODGE/­CHA­NGE­/RE­LEASE
ACCT HISTORY
CPA MENUH
ALT + O + H
TRANSA­CTION DETAILS
ACCT SERVICES
CPA MENUS
ALT + O + S
LODGE/­MAI­NTA­IN/­DELETE SSV AND PTS
ACCT PLAN MAINTE­NANCE
CPA MPLAN
ALT + O + P
CHANGE ACCOUNT PLAN TYPE
ACS SVCS MAINTE­NANCE
ACS CARS
ALT + D + C
EL/EW RESET AND REGIST­RATION
ACS ENQUIRY
ACS EACS
ALT + D + H
ACS LIMITS, EXP. DATE, HOLD CODE, FLASH
ACS MAINTAIN ACCTS
ACS MACT
ALT + D + A
ACCTS LODGED ON CARD
ACS MAINTE­NANCE
ACS MPRO
ALT + D + P
CHANGE LIMITS­/HOLD CODE
ACS STATUS MAINTE­NANCE
ACS MSTAT
ALT + D + S
CHANGE CARD STATUS
 

EasyWeb

- available 24/7
- pay bills, transfer funds, mobile deposit


ACS CARS (ALT + D + C)


RECOMMEND: "I see that you don't have online banking enabled. You can do almost all of your day-to-day banking on there, like checking your balance, paying bills, and transf­erring money between your accounts. Would you like me to set that up for you?"

VoicePrint

- analyses over 100 charac­ter­istics of voice
- can unenroll at any time
- requires 3 to 15 seconds of audio


RECOMMEND: "To make it easier for you going forward, we have an altern­ative method to verify you called TD VoiceP­rint. So, when you give us a call, we'll have your voice data on file, which will confirm your identity without answering any verifi­cation questions. Would you like me to set that up for you?"


If YES: "Next time, just tell us your name, the reason you're calling, and we'll have you verified almost right away."


If NO: "No problem. If you change your mind, you can enroll at any time."

Interac Flash®

- PIN is required for every $100 you spend in single purchases or $200 in multiple consec­utive Interac Flash® purchases.
- Interac Zero Liability = You won't be liable for losses resulting from circum­stances beyond your reasonable control


ACS MACT (ALT + D + A)


RECOMMEND:


"I see that your debit card isn't set up with tap. It's a super convenient way to pay for smaller purchases, like getting a coffee or buying lunch. Would you like me to set that up for you?"

Make It Personal

Welcoming
Curious & Caring
Knowle­dgeable
Helpful
Thankful