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 2019 to 2021.- Minimum
- $16.00
- Median
- $20.00
- Maximum
- $25.64
Job prospects for 2021-2025
sr.comparaison-region.titre
Job prospects for 2021-2025
Job prospects
All of Québec
All of Québec
Total jobs for 2020
All of Québec
All of Québec
Gender distribution
All of Québec
- 79.1% Female
- 20.9% Male
- 79.1% Female
- 20.9% Male
Job types
All of Québec
- Full time
- Part time
- Full time
- Part time
Yearly wage on 2015
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, 52690% of jobs
-
NAICS 5243% of jobs
-
NAICS 55, 563% of jobs
-
NAICS 44, 451% of jobs
-
NAICS 221% of jobs
-
Others2% of jobs
All of Québec
-
NAICS 521, 522, 523, 52690% of jobs
-
NAICS 5243% of jobs
-
NAICS 55, 563% of jobs
-
NAICS 44, 451% of jobs
-
NAICS 221% of jobs
-
Others2% of jobs
Training and requirements
Formation
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: 42.7%
53.4% 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.
Note about CNP
Occupational information is provided based on the National Occupational Classification (NOC) 2016. The 5-digit code of the NOC 2021 is shown in parentheses for information purposes only for occupations that correspond to those of NOC 2016.
Official name of the NOC 6551 (64400)
Customer services representatives - financial institutions
Job titles
- Customer service agent - financial institution
- Teller - financial services
- Credit union teller
- Financial customer service representative
- Bank customer service officer
- Proof teller - bank
- Senior teller - financial services
- Savings account teller - financial services
- Bank teller
- 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: December 22, 2022
