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 2018 to 2020.- Minimum
- $15.20
- Median
- $19.20
- Maximum
- $25.13
Job prospects for 2019-2023
sr.comparaison-region.titre
Job prospects for 2019-2023
Job prospects
All of Québec
All of Québec
Total jobs for 2018
All of Québec
All of Québec
Job types
All of Québec
- Full time
- 69.6%
- Part time
- 30.4%
- 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: 55.2%
21.2% of graduates pursue further studies
DVS
in
comptabilité
Placement rate: 75.1%
9.2% of graduates pursue further studies
College
DCS
in
accounting
and
Management
Technology
Placement rate: 41%
55.3% 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 6551
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 3, 2021
