Customer services representatives - financial institutions

Overview

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.

This group performs some or all of the following 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.

Job titles

  • accounts information service clerk - financial institution
  • bank customer service officer
  • bank teller
  • credit union teller
  • current account representative - financial services
  • customer service agent - financial institution

Employment prospects

Source: BC Labour Market Outlook 2024 edition

Annual salary

Low

$37,541

Median

$44,820

High

$59,586

Job openings

Use this interactive map to explore job openings in different regions across B.C.

British Columbia

1,020

expected job openings (5-year forecast)

Education and training

Employment requirements

  • Completion of secondary school is required.

  • A college diploma in business administration may be required.

  • On-the-job training is provided.

Additional information

  • Progression to supervisory positions is possible with experience.

Certification requirements

  • No certification requirements

Post-secondary programs in B.C.

No post-secondary education required

No post-secondary education required. You can work in this career without post-secondary education. Some on the job training may be provided. With additional training or experience, you may be able to progress into higher level, supervisory or management positions.

Beneficial post-secondary programs (not required)

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