Variant of the National Occupational Classification (NOC) 2021 Version 1.0 for Science, Technology, Engineering and Mathematics (STEM)
62023 - Customer and information services supervisors
Customer and information services supervisors supervise and coordinate the activities of workers in the following unit groups: Customer service representatives - financial institutions (64400) and Other customer and information services representatives (64409). They are employed by banks, trust companies, credit unions and similar financial institutions, retail establishments, contact centres, insurance, telephone and utility companies and other establishments throughout the public and private sectors.
Illustrative example(s)
- call centre agent supervisor
- contact centre supervisor
- current accounts supervisor
- customer service representatives supervisor - financial services
- information clerks supervisor
Exclusion(s)
- Airline sales and service agents supervisor (See 62022 Accommodation, travel, tourism and related services supervisors)
- Banking, credit and other investment managers (See 10021 Banking, credit and other investment managers)
- Other business services managers (See 10029 Other business services managers)
- Retail and wholesale trade managers (See 60020 Retail and wholesale trade managers)
- Retail sales supervisors (See 62010 Retail sales supervisors)
- 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:
Customer service representatives supervisors - financial services
- Supervise, coordinate, assign and review the work of clerks engaged in the following duties: providing information and customer service; and serving customers in banks, trust companies and other financial institutions
- Examine and verify accuracy of work and authorize routine deposits and withdrawals
- Establish work schedules and procedures
- Coordinate activities with other work units or departments
- Resolve work-related problems and prepare and submit progress and other reports
- Identify training needs and train workers in job duties and company policies
- Ensure smooth operation of computer systems and equipment and arrange for maintenance and repair work
- May perform the same duties as workers supervised.
Customer service representatives supervisors (except financial services)
- Supervise, coordinate, assign, and review the work of clerks and agents engaged in conducting surveys and interviews, collecting and compiling statistics, providing information and customer service, and writing correspondence including emails and preparing materials
- Establish work schedules and procedures
- Coordinate activities with other units and departments
- Prepare and submit progress reports and other documentation
- Identify training needs and train workers in job duties and company policies
- Ensure the smooth operation of computer systems and equipment and arrange for maintenance and repair work
- May perform the same duties as workers supervised.
Employment requirements
- Experience in the occupation supervised is required.
- Completion of college or industry courses related to financial or customer services may be required.
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