Customer services representatives - financial institutions (NOC 6551)

View all job titles

Please read this note before you continue

Hide note
The 2019-2023 job prospects by occupation have been revised to take the COVID-19 health crisis into account. For more information about the meaning of each diagnostic, see the glossary.
Estimated hourly wage
in Québec (2018-2020)
Minimum 15.25$
Median 19.20$
Maximum 25.13$
Job prospect
Employment in 2018
Skill level
Intermediate (generally a secondary school diploma)

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.

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
  • - Continued…
  • - Answer enquiries and resolve problems or discrepancies concerning customers' accounts
  • - Inform customers of available banking products and services to address their needs.

Employment requirements

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

For full information about this occupation, click the links on the left under

Information on the occupation