NOC 64400 — Customer services representatives - financial institutions

TEER 4 · Labour (on-the-job training) · Not eligible for Express Entry (CEC/FSWP)

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.

Main 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.

Check your eligibility

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