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Keyword(s): "1433"

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.

Example Titles

bank teller
credit union teller
financial customer service representative
foreign exchange teller – financial services

View all titles

Main 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.

Classified elsewhere

• Banking, Insurance and Other Financial Clerks (1434)
• Customer Service, Information and Related Clerks (1453)
• Supervisors, Finance and Insurance Clerks (1212)