Customer Service Representatives - Financial Institutions
Job description
These individuals process customers’ financial transactions and provide information on banking products and services. They are employed by banks, trust companies, and credit unions.
Environment
- Controlled ambient temperature
Main tasks
- Respond to customer inquiries and solve problems or discrepancies in their accounts.
- Inform customers about banking products and services available to meet their needs.
- Cash money, cheques, bill payments, and credit cards.
- Pay cash and make transfers.
- Issue money orders and certified cheques.
- Obtain and record information required for various purposes (opening an account, subscribing to savings plans, purchasing bonds, etc.).
- Sell traveller’s cheques, foreign currency, or bank money orders.
Advancement and mobility
- Experience leads to supervisory positions.
Hourly wage
The hourly wage is calculated by averaging wages from 2022 to 2024.- Minimum
- $18.11
- Median
- $23.00
- Maximum
- $30.75
Job prospects for 2024-2028
Job prospects for 2024-2028
Job prospects
All of Québec
All of Québec
Total jobs for 2023
All of Québec
All of Québec
Gender distribution
All of Québec
- 72.3% Female
- 27.7% Male
- 72.3% Female
- 27.7% Male
Job types
All of Québec
- Full time
- Part time
- Full time
- Part time
Yearly wage on 2020
All of Québec
All of Québec
Other characteristics
All of Québec
- Non traditional for men
- None
All of Québec
- Non traditional for men
- None
Sectors of activity
All of Québec
-
NAICS 521, 522, 523, 52684% of jobs
-
NAICS 55, 563% of jobs
-
NAICS 5242% of jobs
-
NAICS 44, 451% of jobs
-
NAICS 221% of jobs
-
Others9% of jobs
All of Québec
-
NAICS 521, 522, 523, 52684% of jobs
-
NAICS 55, 563% of jobs
-
NAICS 5242% of jobs
-
NAICS 44, 451% of jobs
-
NAICS 221% of jobs
-
Others9% of jobs
Training and requirements
Formation
Most training programs are offered in French only.
Secondary
DVS in accounting
Placement rate: 72%
10.3% of graduates pursue further studies
DVS in comptabilité
Placement rate: 80.7%
8.8% of graduates pursue further studies
College
DCS in accounting and Management Technology
Placement rate: 45.4%
52.5% of graduates pursue further studies
Sometimes required
- A Class 5 driver’s licence and a vehicle are often required to work in multiple locations.
Main skills and characteristics
Skills
- Data collection
- Active listening
- Oral expression
- Information processing
- Service oriented
- Reading comprehension
- Critical thought
- Persuasion
- Active learning
- Result evaluation
- Time management
- Social perception
Abilities
- Oral comprehension
- Verbal skills
- Speech clarity
- Speech recognition
- Written expression
- Awareness of issues
- Near vision
- Written comprehension
- Deductive reasoning
- Information organization
- Inductive reasoning
Knowledge and attributes
- Knowledge of customer and personalized services
- Honesty
- Capacity to work in a team
- Knowledge of mathematics
- Versatility
- Vitality
- Friendliness
- Availability
- Knowledge of office work
- Impeccable appearance
Interests
- Work with numbers
- Work in sales or client service
- Collect, verify, sort, and classify data or information
Personality profiles (RIASEC)
- Conventional
- People with this profile prefer specific, well-defined tasks. They like to respect the order of things and follow established rules.
- Realistic
- People with this profile prefer carrying out concrete tasks and being physically involved in what they do.
- Social
- People with this profile prefer to be in contact with others, in particular to entertain, help or teach them.
Official name of the NOC 64400
Customer services representatives - financial institutions
Job titles
- Teller - financial services
- Bank teller
- Credit union teller
- Customer service agent - financial institution
- Customer service representative - financial services
- Bank customer service officer
- Proof teller - bank
- Head teller - financial services
- Savings account teller - financial services
- Trust company teller
- Teller trainee
- Foreign exchange teller - financial services
- Accounts information service clerk - financial institution
- Current account representative - financial services
Skill type
Sales and service
Last update: January 29, 2026