National Occupational Classification (NOC) 2021 Version 1.0


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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

    All examples

  • 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.
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