Customer service representatives in financial institutions handle customers’ financial transactions, including cashing cheques, completing money transfers and opening and closing accounts.
People in this occupation:
Source: Estimated median employment income based on 2021 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))
Note:Estimated median employment income based on 2021 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))
Source: 2021 Job Bank Wage Report
Source: B.C. Labour Market Outlook
10 year expected job openings: 2,400
Workers in this group perform some or all of the following duties:
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.
Source: 2016 Census
Although on-the-job training is generally provided, employers usually prefer that employees have a high-school diploma or equivalent. Other requirements may include:
For more information about programs offered specifically for this career, visit EducationPlannerBC.
Every job calls for a certain set of skills. Knowing those skills is the first step in finding a good career fit.
Here, you will find the 35 most relevant workplace skills. Some are more important to achieving success in a certain career than others. These skills may come naturally to you or you may need to gain them through education, training and experience.
See the list of work-related skills below, ranked in order of importance for this career. You’ll also find the skill strength needed, letting you know how capable you must be in that skill.
Check out the list and see if this career matches your skills—take that first step!
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.
Career paths
Progression to supervisory/management or sales positions is possible with experience.
Additional resources