6551- Customer services representatives - financial institutions
Customer services representatives - financial institutions
Customer service representatives in this unit group 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.
Customer service representatives in this unit group perform 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.
Completion of secondary school is required.
A college diploma in business administration may be required.
On-the-job training is provided.
Progression to supervisory positions is possible with experience.
Banking, insurance and other financial clerks (1434)
Other customer and information services representatives (6552)
Supervisors, finance and insurance office workers (1212)
Supervisors of financial customer service representatives (in 6314 Customer and information services supervisors)
Financial sales representatives (6235)
Similar O*NET Careers (USA) :
Source Of Info:
National Occupation Classification, (2011)
Statistics Canada and Human Resources and Skills Development Canada,
Catalogue no. 12-583-X