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OaSIS 2025 Version 1.0
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64400.00 – Customer services representatives - financial institutions

Customer service representatives in financial institutions process customers' financial transactions and provide information on related banking products and services.

Overview

Example job titles

  • Bank teller
  • Credit union teller
  • Financial customer service representative
  • Foreign exchange teller - financial services

Core competencies

  • Oral Communication: Active Listening to gather all necessary information to process transactions correctly or offer appropriate banking products
  • Numeracy to process cash deposits and withdrawals, cheques, transfers, bills, credit card payments, money orders, certified cheques and other related banking transactions
  • Verbal Ability and Speech Clarity to communicate complex financial information clearly and accurately to customers
  • Speech Recognition to understand customer inquiries, requests and concerns during conversations, ensuring correct interpretation of financial needs and providing timely, appropriate banking solutions and transaction support
  • Concern for Others to foster a positive customer experience by showing empathy and understanding
  • Knowledge in Client Service to understand how to interact with clients professionally, resolve issues efficiently and provide personalized advice on banking products and services

Main duties

This group performs 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.

Additional information

  • Progression to supervisory positions is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Banking, insurance and other financial clerks (14201)
  • Financial sales representatives (63102)
  • Other customer and information services representatives (64409)
  • 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

4 – Occupations usually require a secondary school diploma; or several weeks of on-the-job training

Major group

64 – Sales and service representatives and other customer and personal services occupations

Sub-major group

644 – Occupations in customer, information and protective services

Minor group

6440 – Customer and information services representatives

Unit group

64400 – Customer services representatives - financial institutions

Occupational profile

64400.00 – Customer services representatives - financial institutions

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.