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Customer service representatives supervisors - financial services

OaSIS code 62023.01

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

Also known as

  • 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)
  • Supervisors, finance and insurance office workers (12011)
  • Retail sales supervisors (62010)

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

Work characteristics

Work characteristics gathers the various components describing the work environment of each occupation, such as employers, work activities, and the work context. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of complexity (for Work Activities) or other measurement dimensions (for Work Context), and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Work Activities

Proficiency or complexity level
Coaching and Developing Others
4 - High Level
Resolving Conflicts and Negotiating with Others
4 - High Level
Staffing
4 - High Level
Supervising Subordinates
4 - High Level
Analyzing Data or Information
3 - Moderate Level

Work Context

Structural Job Characteristics

Structured versus Unstructured Work
Degree of freedom to determine tasks and priorities
4 - High amount of freedom
Work Week Duration
Worked hours in a typical week
2 - Between 35 to 40 hours

Physical Work Environment

Physical Proximity
Physical distance from others
3 - Somewhat close (e.g. share office)

Physical Demands

Sitting
Duration
4 - More than half the time
Standing
Duration
2 - Less than half the time
Bending or Twisting the Body
Duration
1 - Very little time

Interpersonal Relations

Contact with Others
Frequency
5 - Every day, almost continuously
Duration
5 - All the time, or almost all the time
Work with Work Group or Team
Importance
3 - Important
Frequency
5 - Every day, almost continuously

Workplaces/employers

  • Banks
  • Credit unions
  • Establishments throughout the private and public sectors
  • Financial institutions
  • Insurance companies
  • Trust companies

Skills and abilities

This section displays the various competencies required for an occupation. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of proficiency (for Skills and Abilities) or importance (for Personal Attributes) and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Abilities

Proficiency or complexity level
Categorization Flexibility
3 - Moderate Level
Deductive Reasoning
3 - Moderate Level
Fluency of Ideas
3 - Moderate Level
Mathematical Reasoning
3 - Moderate Level
Memorizing
3 - Moderate Level

Skills

Proficiency or complexity level
Management of Financial Resources
4 - High Level
Management of Material Resources
4 - High Level
Management of Personnel Resources
4 - High Level
Monitoring
4 - High Level
Negotiating
4 - High Level

Personal Attributes

Importance
Active Learning
4 - Highly important
Adaptability
4 - Highly important
Analytical Thinking
4 - Highly important
Attention to Detail
4 - Highly important
Collaboration
4 - Highly important