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NOC 2021 Version 1.0


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64400 – 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.


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

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

Additional information

  • Progression to supervisory positions is possible with experience.


Breakdown summary

Broad occupational category
6 – Sales and service occupations
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
NOC 2021 Version 1.0
Date modified: