National Occupational Classification (NOC) 2021 Version 1.0
6 - Sales and service occupations
This broad category comprises middle management occupations in wholesale and retail trade, and customer services, as well as occupations concerned with wholesale and retail sales, and customer, personal and support service occupations related to a wide range of industries, such as accommodation and food services, travel, tourism and cleaning services.
64 - Sales and service representatives and other customer and personal services occupations
This major group comprises sales and service representatives and other customer and personal services occupations. These occupations come with Training, Education, Experience and Responsibility (TEER) identified as TEER 4. Occupations classified in TEER 4, as those included in this group with a 4 as the second digit of their code, typically require completion of secondary school; or several weeks of on-the-job training with some secondary school education; or experience in a related occupation from TEER 5, when applicable (TEER 5 includes occupations with a 5 as a second digit in their code).
644 - Occupations in customer, information and protective services
This sub-major group comprises occupations in customer, information and protective services, including customer and information services representatives, and security guards and related security service occupations.
6440 - Customer and information services representatives
This minor group comprises customer and information services representatives, including customer services representatives in financial institutions; postal services representatives; and other customer and information services representatives. They are employed by banks, trust companies, credit unions and similar financial institutions; retail establishments, contact centres, insurance, telephone and utility companies; Canada Post Corporation, courier and parcel express companies and establishments; and other establishments throughout the public and private sectors.
64400 - Customer services representatives - financial institutions
Customer services 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.
Illustrative example(s)
- bank teller
- credit union teller
- financial customer service representative
- foreign exchange teller - financial services
Exclusion(s)
- Banking, insurance and other financial clerks (See 14201 Banking, insurance and other financial clerks)
- Customer service representatives supervisor - financial services (See 62023 Customer and information services supervisors)
- Financial sales representatives (See 63102 Financial sales representatives)
- Other customer and information services representatives (See 64409 Other customer and information services representatives)
- Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)
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
- 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.
64401 - Postal services representatives
Postal services representatives serve customers and record transactions at sales counters and postal wickets. They maintain inventory and order supplies in post offices and internal mail rooms. They are employed by Canada Post Corporation, courier and parcel express companies and establishments throughout the public and private sectors.
Illustrative example(s)
- bus parcel express clerk
- express mail service clerk
- mail clerk
- mail room clerk
- postal counter clerk
- postal wicket clerk
Exclusion(s)
- Couriers and messengers (See 74102 Couriers and messengers)
- Letter carriers (See 74101 Letter carriers)
- Mail and parcel sorters and related occupations (See 74100 Mail and parcel sorters and related occupations)
- Supervisors, mail and message distribution occupations (See 72025 Supervisors, mail and message distribution occupations)
Main duties
This group performs some or all of the following duties:
- Calculate and affix the correct postage on letters, parcels and registered mail and receive payment from customers
- Sell stamps, prepaid mail and courier envelopes and money orders
- Route mail to the proper delivery stream
- Sign or obtain signatures from recipients for registered or special delivery mail and keep records
- Answer inquiries and complete forms regarding change of address, theft or loss of mail
- Record and balance daily transactions.
Employment requirements
- Completion of secondary school and some college office administration courses may be required.
- On-the-job training is required.
- Physical fitness may be required for some occupations in this unit group.
Additional information
- Progression to supervisory or facility management positions is possible with additional training or experience.
64409 - Other customer and information services representatives
Other customer and information services representatives answer enquiries, provide information regarding an establishment's goods, services and policies and provide customer services such as receiving payments and processing requests for services. They are employed by retail establishments, contact centres, insurance, telecommunications and utility companies and other establishments throughout the public and private sectors.
Illustrative example(s)
- accounts information clerk
- bus information clerk
- complaints clerk - customer service
- contact centre agent - customer service
- courtesy desk clerk
- customer service representative - call centre
- enquiries clerk
- information clerk - customer service
- lost-and-found clerk
- order desk agent
- public relations clerk
- tourist information clerk
Exclusion(s)
- Airline ticket and service agents (See 64312 Airline ticket and service agents)
- Customer and information services supervisors (See 62023 Customer and information services supervisors)
- Customer services representatives - financial institutions (See 64400 Customer services representatives - financial institutions)
- Receptionists (See 14101 Receptionists)
- Retail salespersons and visual merchandisers (See 64100 Retail salespersons and visual merchandisers)
- Ticket and information clerk (except airline) (See 64313 Ground and water transport ticket agents, cargo service representatives and related clerks)
Main duties
This group performs some or all of the following duties:
Customer services representatives in retail establishments
- Answer, in person or on the phone, enquiries from customers
- Investigate complaints regarding the establishment's goods, services and policies
- Arrange for refunds, exchange and credit for returned merchandise
- Receive account payments
- Receive credit and employment applications.
Contact centre agents
- Take customer orders for goods or services
- Promote goods or services
- Respond to enquiries and emergencies
- Investigate complaints and update accounts.
Customer service representatives in insurance, telecommunication, utility and similar companies
- Explain the type and cost of services offered
- Order services
- Provide information about claims or accounts
- Update accounts, initiate billing and process claim payments, and receive payment for services.
Information services representatives
- Provide information to customers and the public concerning goods, services, schedules, rates, regulations and policies in response to telephone and in-person enquiries.
Employment requirements
- Completion of secondary school is usually required.
- Completion of some college or other post-secondary programs may be required.
- Clerical or sales experience may be required.
Additional information
- Progression to supervisory positions is possible with experience.
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