NOC 6551 – Customer services representatives – financial institutions

 

  • accounts information service clerk – financial institution
  • bank customer service officer
  • bank teller
  • credit union teller
  • current account representative – financial services
  • customer service agent – financial institution
  • customer service representative – financial services
  • financial customer service representative
  • foreign exchange teller – financial services
  • head teller – financial services
  • proof teller – bank
  • savings account teller – financial services
  • senior teller – financial services
  • teller – financial services
  • teller trainee
  • trust company teller

Job Duties

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.

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

  • 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)

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