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 |
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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 |
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