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Exploring Trades and Occupations

Customer Service Representatives - Financial Institutions

On this page

  • Job description
  • Advancement and mobility
  • Hourly wage
  • Job prospects for 2021-2025
  • Sectors of activity
  • Training and requirements
  • Main skills and characteristics
  • Personality profiles (RIASEC)
  • Additional information

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

Les 2 champs de sélection ci-dessous vous permettent de comparer 2 régions. Les données des régions seront automatiquement mises à jour à la sélection. Par défaut, la province de Québec est sélectionnée pour la première région.

Job prospects for 2021-2025

Job prospects

All of Québec

Non available
Limited
Good
Very good
Good

All of Québec

Non available
Limited
Good
Very good
Non available

Total jobs for 2020

All of Québec

19,000

All of Québec

na

Gender distribution

All of Québec

Not available.
79.1% Female
20.9% Male

Not available.
  • 79.1% Female
  • 20.9% Male

Job types

All of Québec

Not available.
Full time
Part time

Not available.
  • Full time
  • Part time

Yearly wage on 2015

All of Québec

$38,000

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

Not available.
  1. Finance
    NAICS 521, 522, 523, 526
    90% of jobs
  2. Insurance Carriers and Related Activities
    NAICS 524
    3% of jobs
  3. Business, building and other support services
    NAICS 55, 56
    3% of jobs
  4. Retail Trade
    NAICS 44, 45
    1% of jobs
  5. Utilities
    NAICS 22
    1% of jobs
  6. Others
    2% of jobs

All of Québec

Not available.
  1. Finance
    NAICS 521, 522, 523, 526
    90% of jobs
  2. Insurance Carriers and Related Activities
    NAICS 524
    3% of jobs
  3. Business, building and other support services
    NAICS 55, 56
    3% of jobs
  4. Retail Trade
    NAICS 44, 45
    1% of jobs
  5. Utilities
    NAICS 22
    1% of jobs
  6. Others
    2% of jobs

Training and requirements

Formation

Most training programs are offered in French only.

Secondary

DVS in accounting This hyperlink will open in a new window.
Code : 5731

Placement rate: 72%

10.3% of graduates pursue further studies

More on graduates’ employment situation
DVS in comptabilité This hyperlink will open in a new window.
Code : 5231

Placement rate: 80.7%

8.8% of graduates pursue further studies

More on graduates’ employment situation

College

DCS in accounting and Management Technology This hyperlink will open in a new window.
Code : 410B0

Placement rate: 42.7%

53.4% of graduates pursue further studies

More on graduates’ employment situation

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
More Less skills

Abilities

  • Oral comprehension
  • Verbal skills
  • Speech clarity
  • Speech recognition
  • Written expression
  • Awareness of issues
  • Near vision
  • Written comprehension
  • Deductive reasoning
  • Information organization
  • Inductive reasoning
More Less abilities

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.
Additional information

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
More Less job titles

Skill type

Sales and service

Related occupations

  • Banking, insurance and other financial clerks
  • Customer and information services supervisors
  • Other customer and information services representatives
  • Supervisors, finance and insurance office workers

See also

  • Glossary (PDF 229 Kb)
  • Québec emploi This hyperlink will open in a new window.

Last update: December 22, 2022

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