Skip to content

Reason #5 We promise to help you find ways to grow professionally and personally.

 
Why work
with TD?

Reason #2 We’re big, so you don’t have to stay in one place and can explore different parts of the business.

Careers

A Day in the Life of an Easyline Specialist


Katie
Telephone Banking Specialist
12:50 p.m.

Arrive at work and get ready to start my day.

On the afternoon shift this week. Once I've logged into my computer, I pull up five different applications (Gateway, S3, C3, e.source and Lotus Notes) I need throughout the day in order to properly assist my customers. I make sure to have everything I need around me, including my whiteboard and marker so I can make notes to better assist my customers. 12:59pm on the clock…..time to get started.
1:00 p.m.

1:00pm assist my first customer.

My customer is calling so I start the call with an enthusiastic greeting and confirm that I can definitely help him. I work to complete this request while scanning his profile to ensure he has all the right products and services to meet his financial needs. I then thank the customer for calling TD Canada Trust and let him know we appreciate his business before I move on to the next client in our queue.
3:00 p.m.

First break.

Time for first break already so I check in with my Manager to provide her with an update on my progress so far, then I relax and chat with my peers. I've already taken about thirty calls and a quarter of the way to meeting my daily goal. I’ve processed transfers, stop payments, bill payment registrations, assisted with easyline phone code resets and easyweb setups. I’ve had conversations with customers that have helped them save money and reduce interest rates on their Visa’s.
3:15 p.m.

Team meeting.

Back from break and time for our monthly one hour team meeting. I really look forward to these meetings as it’s a great opportunity to discuss our team successes and challenges. Meeting is over, back to the phones to assist more customers for the next 45 minutes.
5:00 p.m.

Dinner break.

First half of the day is done and I’m halfway to reaching my goal for today! Some of my team mates and I have decided to get a friendly competition going to see who can get the most sales for the day which I plan on winning as it means I get a free coffee tomorrow! Time for dinner which is perfect because I'm starving! A few of us have the same lunch break which is nice so we're all going to the Easyline lounge to eat, talk and watch a little television before we have to get back to the phones.
6:30 p.m.

Continue achieving my goals.

A little over 2 hours left in my shift and I have assisted about ninety customers so far, it's been a very productive day. I have engaged in investment, core and credit conversations with is so enjoyable. Since my biweekly coaching session is tomorrow with my Manager I’m taking time to reflect on my results, successes and opportunities from last month.
7.00 p.m.

Final break.

Off to the lounge for a beverage. I solicit my peers for tactics, some of which I am going to include in my action plans to take my performance to the next level. I am looking forward to reviewing one of my calls during my coaching session as I value the balanced feedback provided. A quick review of my emails before I began taking calls again.
9:00 p.m.

End of the day.

I just finished my last call of the day that resulted in the customer providing a compliment about me to one of our Resource Officers. I asked a few questions to understand her situation which allowed me to provide her with a different Visa that will better meet her needs. I also upgraded her account package which now saves her money every month. What an excellent way to end my day