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2016 Version 1.0

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6551 – Customer services representatives - financial institutions

Customer service representatives in financial institutions 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.

Profile

Example titles

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

Employment requirements

  • Completion of secondary school is required.
  • A college diploma in business administration may be required.
  • On-the-job training is provided.

Additional information

  • Progression to supervisory positions is possible with experience.

Exclusions

Breakdown summary

Broad occupational category
6 - Sales and service occupations
Skill level
C - Occupations usually require secondary school and/or occupation-specific training.
Major group
65 - Service representatives and other customer and personal services occupations
Minor group
655 - Customer and information services representatives
Version
2016 Version 1.0
Date modified: