Customer services representatives – financial institutions

National Occupation Code (NOC): 6551

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.

Job Duties for Customer services representatives – financial institutions

  • 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.

Working Conditions for Customer services representatives – financial institutions

Work is performed in an office environment than can be very fast-paced.

Alternate Job Titles

  • Accounts Information Service Clerk - Financial Institution
  • Bank Customer Service Officer
  • Bank Teller
  • Credit Union Teller
  • Current Account Representative - Financial Services
  • Customer Service Agent - Financial Institution
  • Customer Service Representative - Financial Services
  • Financial Customer Service Representative
  • Foreign Exchange Teller - Financial Services
  • Head Teller - Financial Services
  • Proof Teller - Bank
  • Savings Account Teller - Financial Services
  • Senior Teller - Financial Services
  • Teller - Financial Services
  • Teller Trainee
  • Trust Company Teller
  • Bank Teller
  • Credit Union Teller
  • Financial Customer Service Representative
  • Foreign Exchange Teller - Financial Services