Customer services representatives - financial institutions (NOC 6551)

Job titles

  • accounts information service clerk - financial institution
  • bank customer service officer
  • bank teller
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Nature of work

Customer service representatives in this unit group process customers' financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.

Fields of interest

  • Crunching numbers
  • Entering or verify data and information, sorting, filing
  • Working in sales and customer service

Main duties

  • Customer service representatives in this unit group perform some or all of the following duties:
  • - Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques and other related banking transactions
  • - Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds
  • - Sell travellers' cheques, foreign currency and money orders
  • - Answer enquiries and resolve problems or discrepancies concerning customers' accounts
  • - Inform customers of available banking products and services to address their needs.

Main characteristics of the occupation

Employment requirements

  • * Completion of secondary school is required.
  • * A college diploma in business administration may be required.
  • * On-the-job training is provided.

Skill type

  • Sales and service occupations

Skill level

  • Intermediate

More information

  • * Progression to supervisory positions is possible with experience.