Customer services representatives - financial institutions (NOC 6551)

Workers in this group perform 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.

This a fast-paced environment in which workers process a high volume of customer requests and provide excellent customer service.

Customer service representatives in financial services must follow strict banking hours.

It is becoming more common for banking institutions to hire co-op students, with the hope of hiring them full-time once they have completed their education.

Some banking institutions have begun creating different sectors within the bank, opening the possibility for individuals to specialize in a specific area in the future.