Explore unit group
- Version:
- NOC 2006 Version 1.0
1433 – Customer Service Representatives - Financial Services
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.
Profile
Index of titles Example job titles
- Bank customer service officer
- Bank teller
- Credit union teller
- Current account representative - financial services
- Customer service officer, bank
- Customer service representative - financial services
- Financial customer service representative
- Foreign exchange teller - financial services
- Head teller - financial services
- Proof teller - bank
- Sales and customer service agent
- Savings account teller - financial services
- Senior teller - financial services
- Teller - financial services
- Trust company teller
- 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:
Customer service representatives in this unit group perform some or all of the following duties:
- Process customer cash deposits and withdrawals, cheques, transfers, bills, 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
- Balance daily transactions using computer programs, calculators and adding machines
- Sort and file deposit slips and cheques
- Prepare customer statements and other correspondence for mailing
- Answer enquiries and resolve problems or discrepancies concerning customers' accounts.
Employment requirements
- Completion of secondary school is required.
- A business college diploma 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
- 1 – Business, Finance and Administration Occupations
- Skill level
- C – Occupations usually require secondary school and/or occupation-specific training.
- Major group
- 14 – Clerical Occupations
- Minor group
- 143 – Finance and Insurance Clerks
- Version
- NOC 2006 Version 1.0