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Version:
OaSIS 2023 Version 1.0
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62023.01 – Customer service representatives supervisors - financial services

Customer service representatives supervisors - financial services supervise and co-ordinate the activities of workers in the following group: Customer service representatives - financial institutions (64.400).

Overview

Example job titles

  • Customer service representatives supervisor - financial services

Main duties

This group performs some or all of the following duties:

  • Customer service representatives supervisors - financial services

    • Supervise, coordinate, assign and review the work of clerks engaged in the following duties: providing information and customer service; and serving customers in banks, trust companies and other financial institutions
    • Examine and verify accuracy of work and authorize routine deposits and withdrawals
    • Establish work schedules and procedures
    • Coordinate activities with other work units or departments
    • Resolve work-related problems and prepare and submit progress and other reports
    • Identify training needs and train workers in job duties and company policies
    • Ensure smooth operation of computer systems and equipment and arrange for maintenance and repair work
    • May perform the same duties as workers supervised.

Additional information

No data has been provided for this section.

Similar occupations classified elsewhere

Exclusions:

  • Banking, credit and other investment managers (10021)
  • Other business services managers (10029)
  • Retail sales supervisors (62010)
  • Supervisors, finance and insurance office workers (12011)

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

6 – Sales and service occupations

TEER

2 – Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations

Major group

62 – Retail sales and service supervisors and specialized occupations in sales and services

Sub-major group

620 – Retail sales and service supervisors

Minor group

6202 – Service supervisors

Unit group

62023 – Customer and information services supervisors

Occupational profile

62023.01 – Customer service representatives supervisors - financial services

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.