Customer services representatives - financial institutions (NOC 6551)

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Changes have been made to the method for estimating job prospects per occupation. To better reflect the reality of the job market and the new method of estimation, the prospect diagnostics have been modified. Thus, the possible diagnostics are now excellent, good, limited and not published. For more information about the meaning of each diagnostic, see the glossary.
Estimated hourly wage
in Québec (2017-2019)
Minimum 15.00$
Median 18.50$
Maximum 24.11$
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.

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